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Trust Administration

Enjoy the freedom of a trusted partner.

You’ve worked hard to build a legacy and grow your wealth. Protecting your assets begins with a trustee and executor who is thoughtful in management and discriminating in oversight of your wealth. For generations, Broadway Bank has helped Texans with trust administration that is diligent, objective and focused on the goals of the trust.

We will work together to create a plan of action to:

  • Administer and adhere to terms of the trust agreement
  • Maintain detailed accounting records
  • Distribute income to beneficiaries
  • Determine cash flow requirements and living expenses
  • Pay bills and make estimated tax payments
  • File trust income tax returns
  • Coordinate with medical and care providers
  • Promote family peace and harmony

Financial freedom begins here

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Insight Digital and Insight Advisor are offered through Broadway Wealth Solutions, Inc., a Registered Investment Advisor wholly owned but separate from Broadway National Bank. For further information, please contact us for a copy of our disclosure documents, including Form ADV Part 2A and supplemental materials.

Broadway Bank and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK GUARANTEED • MAY LOSE VALUE