Trust & Estate
Planning your financial security can give you and your family peace of mind but it can also be a lot to understand. At South Valley Bank & Trust, we take our responsibility seriously and are here to help manage your assets wisely. We spend time with you to make sure 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 and answer all your questions. By putting Your Business First®, we know we’ll build a lasting relationship with you.South Valley Bank & Trust offers professional Trust Services including Consultation and Planning, Trust and Estate Administration as well as IRA services. Working with you, and if you wish, your advisors, our experienced Trust Officers can help develop your Estate Plan to make sure your wishes are addressed and executed precisely.
South Valley Bank & Trust, an Oregon Banking Corporation, is chartered to
offer Trust services from offices located in the Klamath Falls, Medford and
Central Oregon.
Klamath / Lake Region -
877.487.8788 Rogue Region (Medford) -
800.695.0330 Central Oregon Region - 877.487.8788
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*Investment products offered by South Valley Wealth Management or SVBT Trust services, are not a deposit, not FDIC-insured, not insured by any federal government agency, not guaranteed by the bank, and may go down in value.
