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South Valley Bank & Trust
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Trust and Estate Services
Trust and Estate Services

trustestate

Some products offered through Trust Services:

  • The products are not FDIC insured
  • The products are not a deposit or other obligation or guarantee of South Valley Bank & Trust 
  • The products pose an investment risk

Planning for your current and future financial security can give you and your family peace of mind. When you choose South Valley Bank & Trust to help manage your assets, we take our responsibility seriously. We spend time with you, to ensure we understand your needs and priorities. Then our knowledgeable experts work with you to select the products and services that best meet your existing and long-term goals. We build a lasting relationship by putting your business first. South Valley Bank & Trust (the Bank), an Oregon banking corporation, is chartered to offer trust services from offices located in Klamath Falls and Medford. We offer a full array of trust services including Planning and Consultation, Trust and Estate Administration and IRA Services. By working with you, and if you wish, your advisors, our trust officers can help develop your estate plan to insure that your wishes are fully addressed.

Please choose a link below:

Trust Services Locations:

Klamath Falls Trust Services
PO BOX 5210
803 Main Street
Klamath Falls, OR 97601
Phone: 877.487.8788 (toll-free)
Fax: 541.880.5252

Medford Trust Services
PO BOX 1784
300 Crater Lake Avenue
Medford, OR 97504
Phone: 800.695.0330 (toll-free)
Fax: 541.779.1916

 

 

 

 




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