Estate Planning

Meet with our wealth management specialists to create an estate plan tailored to your needs and situation.
Discuss additional documents needed for your plan, such as a Durable Power of Attorney and Healthcare Directive.
Ensure the registration of your assets and beneficiary designations work in conjunction with your plan.
Let us team up with your attorney and CPA to ensure your plan is complete.
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For more information, contact:

Anne Flynn
Vice President/Trust Officer
641.428.9412

Stephanie Van Someren
Vice President/Trust Officer
641.355.2207

Products provided by Clear Lake Bank & Trust's Trust Department are Not FDIC Insured / No Bank Guarantee / May Loose Value.