UBTrust Assist

UBTrust Assist was developed to help individual trustees with the duties associated with handling personal trust issues and recordkeeping.

Duties include:

  • Assist individual trustee in fulfilling his or her duties.
  • A tickler system to remind the trustee when filings or other trust matters must be accomplished.
  • Provide custody and safekeeping of the assets in trust.
  • Collect dividend and interest payments on the day that they are paid and sweep them into a money market fund.
  • Provide detailed monthly or quarterly financial statements including transactions and asset valuation from one source, eliminating multiple statements from different investment sources.
  • Provide detailed financial reports, in the required format, for court accountings and trust income tax preparation.
  • Maintain permanent records of the trust as you provide them to us.

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Products and services offered through the Trust Division of Union Bank & Trust are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.