Welcome | Investments | Living Trusts | IRAs | Estates | Employee Retirement Plans

Estate Services

Community Bank of San Joaquin is available to assist in the management of your estate's affairs. Not everyone has a need or inclination to use the Living Trust.  Similarly, the Living Trust does not always provide a total substitute for the Probate process. Community Bank of San Joaquin is pleased to be able to assist in Probate matters. We are qualified to accept appointments as:

  • Executor or administrator under your Will
  • Trustee of a Testamentary Trust (Trust created by your Will)
  • Conservator/Guardian of the Estate
  • Agent for the Executor, Trustee or Conservator

 

For more information about how we can assist in the administration of matters subject to the supervision of the Probate Court, please contact us by telephone, e-mail, or in person.

COMMUNITY BANK OF SAN JOAQUIN
Trust and Investment Services
22 West Yokuts Avenue
Stockton, CA 95207

(209) 955-8709

 

 

Privacy Policy

Products offered by Community Bank of San Joaquin Trust and Investment Services are:

          • Not insured by the FDIC;
          • Not deposits or other obligations of, or guaranteed by Community Bank of San Joaquin;
          • Are subject to investment risk, including possible loss of the principal amount invested.

Welcome | Investments | Living Trusts | IRAs | Estates | Employee Retirement Plans
Copyright © 2001 - 2005 Community Bank of San Joaquin. All rights reserved.

Web site designed and maintained by Internet Frontiers Web Development.

05-09-2005