Community Financial - Trust/Estate Services

Providing Expertise and Peace of Mind That You Can Trust 

The Community Bank Trust Department provides a holistic approach to wealth management that combines decades of expertise, with the ability to customize a plan that is tailored to your needs and goals while minimizing investment risks. 

Trust and estate administration involves many considerations and various legal devices to make sure your beneficiaries receive your property as you desire.  Good planning will preserve your assets, provide a tax efficient transfer of your wealth, and minimize income and estate taxes. 

Ashley Nott

Assistant Investment Officer

113 N Fifth Street, Suite 104
Zanesville, Ohio 43701
Phone: 740.453.0620

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Trustee Services 

A trust is simply a legal document that lets you reduce unnecessary court or legal fees, utilize professional investment management services and keep control over your assets while you are living; if you become physically or mentally incapacitated, and after you die. With The Community Bank serving as trustee, while complying with the terms of the agreement, we strive to remain responsive to the needs of all those who are beneficiaries of the trust. There is a basic choice of choosing a corporate or an individual trustee. There are significant responsibilities in being a trustee; and providing quality trustee service requires expertise and knowledge that individuals may not always possess.  The consequences of inadequate or incompetent trustee service can be significant, both to you, your beneficiaries and to the individual trustee. 

Put the experienced, talented, and well-trained professionals of Community Financial Advisors to work for you.  Contact us online or call us at 740.453.0620.

Estate Services

The Estate Settlement process involves the opening of the estate, collecting and appraising the assets for the inventory, developing a budget and paying debts and claims, settling all income and estate taxes, making a final accounting to the court and estate beneficiaries and finally, distributing the remaining assets according to your wishes. There is no standard answer on whom you should appoint as your personal representative (Executor) of your estate, but experience is essential, especially with today’s ever changing tax laws and regulatory environment.  The Community Bank has been serving as a professional personal representative (Executor) for years, with genuine concern for the individual needs of each decedent’s family. 

Put the experienced, talented, and well-trained professionals of Community Financial Advisors to work for you.  Contact us online or call us at 740.453.0620.

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