Offering trust services to the community in a familiar, friendly environment is the goal of the Community Bank Trust Department. Since its inception in 1996, the department has grown to nearly $42 million in assets under Management or Custody. We have achieved this growth by identifying the needs of our banking relationships and enhancing those relationships with trust and investment management services.
Each client's individual and unique needs are identified, and working together with a team of legal, financial and administrative experts, we create a service strategy tailored to suit the client's needs. We provide personal in-house service unlike many bank trust departments where accounts are moved to another state and serviced over the phone by someone the client will never see. We are here with you. . .working with you. . .to meet your needs and goals.
The Community Bank Trust Department offers expertise in the areas of Personal Trust Administration, Estate Planning and Administration, Guardianship and Elder Services, Retirement Accounts, Escrow, Exchanges, and Custody Service. Our state of the art trust accounting system and portfolio management software add to our ability to keep our clients informed with clear and concise communication.
With over 15 years of experience in the trust industry, Nancy Arce heads the Trust Department. Nancy has a B.S. from Indiana University and attended the Cannon Trust School. Nancy has spent most of this time in management, establishing trust departments, and she also has a strong background in charitable trust.
For further information about our trust services, please contact
Community Bank
Trust Department
P.O. Box 1990
Noblesville, IN 46061-1990
Tel: (317) 776-6972
