Trust and Investment Management
The foundation of Ephrata National Bank’s Money Management Group is Trust Services. We have over 90 years of experience creating and executing many types of trusts. Whether for an individual or business, trusts can meet an array of family, financial, tax, charitable, and asset management concerns. Whatever the arrangement you decide, you can be assured that ENB’s Money Management Group will execute your wishes efficiently and impartially. When establishing your Trust, you’ll have a dedicated Trust Officer guiding you through the process. We’ll be happy to answer any questions you have.
Types of trusts we offer include:
Investment Management and Agency Accounts
Available for individuals, corporations, and charitable organizations. This trust allows you to keep investments in trust for yourself or someone else. ENB’s Money Management Group handles the investment management and disburses income according to your wishes.
A trust for property or assets. You have the flexibility to amend or discontinue the trust at any time.
A trust for property or assets to control their distribution at the time of your death.
A trust to provide contributions to your favorite charities during your life or after your death.
Special Needs Trust
A trust to provide financial support for family members with physical or mental impairments.
Additional trust management services:
Impartial management of property for minors or incapacitated persons.
Safekeeping of your important records, like investments, financial recordkeeping, and tax reporting.
Power of Attorney
Legal ability of the bank to make legal any financial decisions on your behalf, according to your wishes, in the event of your illness or disability.