Welcome Trusted Partners
We depend on our valued expert partners, leading industry professionals whose strategic practice disciplines provide collaborative integrated resources to best serve our complex client needs.
We share success by providing unparalleled levels of service with a broad array of resources to manage fully integrated wealth strategy solutions for personal, businesses, and legacy building assets.
Your Professional Portal is consistently updated with cutting edge information, research, and materials for our collective and continued success.
The TrustBank Professional Portal is your personal and client resource center.
Professional Community Events
Estate Planning for and Administration of Digital Assets
Tuesday, May 24 - 10:50 a.m. - 12:30 p.m. MST
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To Whom and When Does an Estate Planner Owe Duties?
Tuesday, June 21 - 10:50 a.m. - 12:30 p.m. MST
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Post-Mortem Planning and Strategies
Tuesday, July 26 - 10:50 a.m. - 12:30 p.m. MST
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Compounding Complications in Charitable Giving
Tuesday, August 23, 2022
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Mechanics and Strategies for Resolving Trust Disputes
Tuesday, September 20 - 10:50 a.m. - 12:30 p.m. MST
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Legitimate and Effective Asset Protection Planning
Tuesday, October 25 - 10:50 a.m. - 12:30 p.m. MST
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Qualified Retirement Plan and IRAs - What You Can and Can't Do
Tuesday, November 15 - 10:50 a.m. - 12:30 p.m. MST
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Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals
Tuesday, December 13 - 10:50 a.m. - 12:30 p.m. MST
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In The News
Scottsdale Independent: Estate planning attorneys gather in Scottsdale for WealthCounsel conference
Useful Resources
We have the tools you need to execute your clients' financial plans:
Custom Solutions (pdf)
Role of a Trustee (pdf)
Estate Planning Support (pdf)
White Papers
Resources For Women
TrustBank is building a community of financially savvy women to learn, support, and grow together. Women who are committed to making their financial goals a reality come together online in our She Builds Prosperity Facebook Group and at our events! Click here to view previous events and learn more!