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Clear Lake Bank & Trust

641.357.7121

Coworkers discussing a project

Trust Services

Trust, Investment Management and Fiduciary Services

The selection of your executor or trustee is one of the most important decisions you will make. By working with qualified professionals, you ensure your wishes will be carried out to meet your family’s needs.

Many people choose to use our bank as trustee because we are:

  • Objective – a professional, third party
  • Accessible – local professionals, available face-to-face for personalized service
  • Experienced – professionals educated in trust, tax law and estate administration
  • Stable – part of a strong, stable community bank
  • Diversified – capable of managing special assets including real estate, personal property, and various investments
  • Knowledgeable of fiduciary and tax matters – able to accurately interpret and follow terms of your will or trust, consistent with laws which govern the arrangement and ensure tax requirements are addressed
  • Connected – routinely working with other advisors, such as attorneys and accountants

Call us to set up a time to get acquainted, answer your questions, and discuss how we can best serve your needs:

Paula Petersburg headshotPaula Petersburg
Vice President/Trust Officer
641.355.2207
Clear Lake


Anne Flynn headshotAnne Flynn
Vice President/Trust Officer
641.428.9412
Downtown Mason City


Steph Hassebroek headshotStephanie Hassebroek
Trust Officer
641.355.2207
Clear Lake


Morgan SchillingMorgan Schilling
Trust Assistant
641.355.2208
Clear Lake



Products provided by Clear Lake Bank & Trust’s Trust Department are not FDIC insured.