Estate Planning

You’ve worked hard to build a life, a legacy, and a future for the people who matter most. Estate planning is how you protect it. From preserving your assets to ensuring your wishes are carried out, a thoughtful plan brings clarity, confidence, and peace of mind—for you and for those you love. We’re here to guide you through every step, helping you make informed decisions today that will make a lasting impact tomorrow.

  • Meet with our wealth management specialists to create an estate plan tailored to your needs and situation.
  • Discuss additional documents needed for your plan, such as a Durable Power of Attorney and Healthcare Directive.
  • Ensure the registration of your assets and beneficiary designations work in conjunction with your plan.
  • Let us team up with your attorney and CPA to ensure your plan is complete.
  • Need other Trust services? Click here!
 

More than assets - it's your legacy.

 

For more information, contact:
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Anne Flynn
Vice President/Trust Officer
641.428.9412 


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Stephanie Van Someren
Vice President/Trust Officer
641.355.2207 


Jason Kirkpatrick
Trust Officer
641.355.2225

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Morgan Smuck
Trust Operations Officer
641.355.2208 

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Chanel McIntire
Trust Assistant
641.355.2267 



































































































































































Products provided by Clear Lake Bank & Trust's Trust Department are Not FDIC Insured / No Bank Guarantee / May Lose Value.