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Trust and Estate Services

Trust Services

Our Fiduciary Services Team is dedicated to the management of trusts and estates as well as other family wealth entities. As a Trustee/Executor or Agent for Trustee/Executor, we work with our clients to preserve and protect their assets utilizing efficient methods of transfer and assisting them in creating a personalized legacy.

Services Provided

Trust Administration services including serving as a Corporate Trustee, Cotrustee or as an Agent for an Individual Trustee
Trust and estate planning expertise with professionals who understand the regulatory, legal and tax implications of trusts and estate planning
A holistic approach to estate planning with the client’s advisory team to understand the goals and solutions for an overall financial strategy
Comprehensive fiduciary investment management and administrative services tailored to the needs of the client
Access to unique asset management such as real estate and oil/gas
Executor, Coexecutor and Agent for Executor services as part of the estate administration services
Philanthropic services including investment and services for nonprofit organizations, foundations and charitable trusts

Discover just how much more your wealth is worth with Amegy Bank Wealth Management. For additional information call 713-232-1095.

Trust and fiduciary services are provided by Zions Bancorporation, N.A. through Its Wealth & Fiduciary Services Group. Investments are NOT Insured by the FDIC or any federal or state government agency, are NOT deposits of or other obligations of, or guaranteed by, Zions Bancorporation, N.A. or its affiliates, and MAY be subject to investment risks, including the possible loss of principal value or amount invested.

Not FDIC Insured	Not Bank Guaranteed	May Lose Value
Not Insured by any Federal Government Agency		Not a Bank Deposit

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Trust Services

Services Provided