Trust Services

SBT's Trust Department offers a variety of estate and retirement planning services including Investment Accounts, Retirement Accounts, Land Trusts, and more.

To schedule an appointment, contact us at 630-592-2034 or 773-987-3200.

PERSONAL/LIVING TRUSTS

A Personal/Living Trust is a great way to achieve your estate planning goals. Your SBT trust provides professional asset management assistance. It offers the peace of mind that comes from knowing it will continue during disability or incapacity. Upon your death, the trust will be distributed or continue on for your named beneficiaries.

AGENCY ACCOUNTS

An Agency Account is used for investment purposes. Suburban Bank & Trust can act as agent for an individual, fiduciary, or corporation.

INVESTMENT PORTFOLIO ACCOUNTS

The Investment Portfolio Account provides managed investment opportunities for the smaller investor. We offer a number of different mutual fund portfolio models, each designed to meet a specific investment goal.

GUARDIANSHIP ACCOUNTS

A Guardianship Account at Suburban Bank & Trust provides services when an individual is incapacitated, incompetent, or otherwise unable to handle his or her personal assets. Services include administration, recordkeeping, and proper accounting.

EXECUTOR/ADMINISTRATOR OF ESTATES

Suburban Bank & Trust will act as a neutral third-party executor or administrator of estates. We collect and safeguard the assets, file the inventory, pay expenses, prepare a final accounting, and distribute assets to named beneficiaries.

LAND TRUSTS

A Land Trust offers privacy of property ownership, and provides for an inexpensive and simplified transfer of ownership by eliminating probate expenses and delays.

1031 EXCHANGE TRUSTS/STARKER

A Starker Trust allows the seller of commercial or investment real estate to defer taxes on capital gains.

View the latest "Trust Matters" newsletter from SBT's Trust department here.