Investment Products:
Not FDIC Insured
No Bank Guaranty
May Lose Value
Individuals & Families—Our Services
Fiduciary/Trustee Services
Trustee, or fiduciary, services are an integral part of Merchants Trust. Our staff of highly qualified trust officers carries out our fiduciary responsibilities to assure reliable trust administration. As a corporate trustee we are an impartial third party and are not influenced by family disagreements and past history. This enables us to best accomplish the objectives of a trust as stated in the trust agreement, avoiding potential family conflicts.
- Merchants Trust serves as trustee or co-trustee for several different types of revocable and irrevocable trusts
- Services include establishing and implementing appropriate investment strategies, providing custody of trust assets, providing detailed reporting to all beneficiaries and co-trustees, and preparing trust tax returns.

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