trust administration

Amerant Bank, N.A. is the largest community bank headquartered in Florida and the main subsidiary of Amerant Bancorp Inc. (NYSE: AMTB), with a presence across South Florida and in Tampa, FL. It offers personal and business banking, international banking, private client services, mortgages, loans, credit cards, treasury management, and investment services through subsidiary Amerant Investments. It has served communities for more than 40 years and is the Hometown Bank of the Miami Dolphins.

bill payinvestment servicesmobile bankingonline bankingtreasury managementwealth managementZelle

Anchor Legal Team PLLC is a WBENC-certified, women-owned boutique Massachusetts law firm based in Winthrop, Massachusetts, serving the greater Boston area and clients across Massachusetts. Led by founder and principal attorney Alyssa Vachon Daigneault, the firm focuses on land use and property rights, professional trustee and fiduciary services, special needs trust services, incapacity and senior advocacy, and educational advocacy.

abutter disputeseducational advocacyfiduciary servicesland-use entitlementslitigationSpecial Needs Trust administrationspecial permitsvarianceszoning

Bank OZK is a publicly traded bank (NASDAQ: OZK) founded in 1903 as a small community bank in Jasper, Arkansas. It provides personal and business banking, online and mobile banking, checking, savings, CDs, IRAs, money market savings, home loans, HELOCs, credit cards, loans, treasury management, merchant services, and trust and wealth services. It has grown to over $40 billion in assets, more than 3,200 employees and over 260 offices in nine states.

estate settlementlendinglockbox servicesmerchant payment processingonline and mobile banking

Blossom Valley Bookkeeping, LLC is a San Diego County, California bookkeeping and financial services firm that builds long-term relationships with clients by offering personalized bookkeeping, payroll management, and financial services. They manage daily, monthly, and annual transactions, payroll and payroll taxes, payables and receivables, and act as professional trustee managing assets within a Trust.

auditingbookkeepingconsultingfinancial reportingfractional CFO servicesPayroll managementtax filing preparation

Brodeur Law Firm, LLC is a woman-owned boutique law firm based in Connecticut providing modern, comprehensive, and compassionate legal representation. The firm takes a team approach to client-centered representation and offers in-person and virtual consultations, with offices on Main Street in Middletown and Route 1 in Mystic (Stonington), Connecticut.

appellate advocacyestate planninglegal representationreal estate closingsvirtual consultations

Citizens Bank & Trust Company has been proudly serving Arkansas and Eastern Oklahoma since 1886, with several locations throughout the River Valley in Crawford County including branches in Van Buren, Alma, Cedarville, Mountainburg and Mulberry. The bank offers personal and business banking, trust and wealth management, and merchant services.

estate planningestate settlementinvestment managementmerchant credit card processingmobile bankingonline bankingwealth management

First Citizens Bank is a community bank located in Iowa and Minnesota, with offices in Mason City, Charles City, Clarion, New Hampton, and Osage, IA, and Mora, MN. It provides personal and business banking, lending, wealth management, trust services, and financial education, and states its mission is to inspire financial well-being for everyone.

ACH Servicescard processingfiduciary servicesITM with live teller servicemobile bankingmobile depositnotary servicesonline bankingpayroll and HR administrationwire transfers

First National Bank in Port Lavaca is a community bank offering personal and business banking, loans, mortgages, credit cards, and trust services. It states it has the only trust department located in Calhoun County, providing estate planning and administration, trust administration, private foundations and charitable trusts, and self-directed IRAs. The bank emphasizes local, personal service and offers mobile and online banking.

estate planning and administrationmerchant servicesmobile bankingmobile check depositonline banking

First United Bank is a community bank offering personal, business, and agricultural banking services, along with trust and retirement services. Its parent company, First Holding Company of Park River, announced an agreement to acquire First State Bank of Cando. The bank also sponsors community events such as a cybersecurity and fraud awareness presentation.

agriculture bankingbusiness bankingonline and mobile bankingpersonal bankingremote deposit captureretirement services

First Western Bank & Trust is a community bank serving North Dakota, South Dakota, Minnesota, and Arizona since 1964. It provides personal, business, and agricultural banking, mortgage loans, and trust and wealth management services, blending local knowledge with banking technology.

bill paycash managementfarm and land managementinvestment managementmerchant services and payment processingmobile check depositoil and gas managementonline and mobile banking