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Clear Lake Bank & Trust


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Estate Planning

  • 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!

For more information, contact:

Anne Flynn
Vice President/Trust Officer

Stephanie Van Someren
Vice President/Trust Officer

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