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/ Welcome Trusted Partners

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

PPAZ Top Golf Invite 2022
Cannon Flyer

Estate Planning for and Administration of Digital Assets

Tuesday, May 24 - 10:50 a.m. - 12:30 p.m. MST

Click here for more information and to RSVP


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

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!

Women and Money: Taking Control of Your Finances (pdf)

Women and Estate Planning Basics (pdf)

Video Library