Fiduciary Services
Safeguarding generational wealth requires more than a well-written plan — it demands experienced fiduciaries who can execute your wishes with clarity, care, and compliance. At The Preferred Legacy National Trust Bank, our fiduciary services are designed to protect, administer, and transfer family wealth through every stage of life and legacy.
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As a corporate trustee and executor, we offer neutral trust and estate administration, including support for complex structures such as irrevocable trusts, charitable foundations, special needs trusts, and retirement plan trusts. Our professionals bring consistency, oversight, and expertise to ensure your plan is carried out in accordance with your wishes and applicable legal frameworks.
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Whether you're planning for the future, navigating life transitions, or addressing multigenerational needs, our team collaborates with your legal, tax, and financial advisors to deliver a comprehensive fiduciary experience — always aligned with your values and goals.
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Revocable Trusts
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Irrevocable Trusts
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Charitable Trusts
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Estate Settlement
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Insurance Trusts
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Testamentary Trusts
Trust & Estate Administration Services
At The Preferred Legacy National Trust Bank, we provide comprehensive fiduciary services designed to protect your wealth and honor your legacy across generations. As independent trustees and executors, we manage and administer a wide range of trusts — including revocable, irrevocable, charitable, special needs, and domestic asset protection trusts — with precision, compassion, and neutrality.
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Whether you're seeking to avoid probate, ensure tax-efficient distributions, or reduce family conflict during estate transitions, our team of experienced professionals collaborates with your attorneys and advisors to create a seamless estate plan. From investment oversight to beneficiary support, we act with unwavering dedication to your wishes, ensuring that every trust is executed as if you had done it yourself.
Domestic Asset Protection Trust (DAPT) Services
In today’s increasingly litigious world, protecting your personal wealth is essential to preserving your long-term financial legacy. A Domestic Asset Protection Trust (DAPT) is a sophisticated estate planning tool designed to shield assets from future creditors while offering flexibility and control.
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At The Preferred Legacy National Trust Bank, we administer DAPTs under Ohio and Tennessee law — two of the most trusted and protective jurisdictions in the U.S. These irrevocable trusts create a legal barrier between your personal estate and designated assets, reducing exposure to lawsuits and enhancing your overall asset protection strategy.
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Our team collaborates closely with estate planning attorneys to ensure each trust complies with state-specific legal requirements while aligning with your long-term goals. DAPTs are ideal for professionals in high-liability fields, business owners, and high-net-worth individuals seeking proactive, secure wealth preservation.
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As your corporate trustee, we bring extensive experience, legal insight, and tailored fiduciary oversight to every DAPT we manage — helping you secure what matters most for generations to come.
Special Needs Trust Administration
At The Preferred Legacy National Trust Bank, we understand that protecting a loved one with special needs requires more than just financial planning — it demands empathy, precision, and deep legal knowledge.
Our special needs trust services are designed to preserve eligibility for critical government benefits like SSI and Medicaid, while enhancing quality of life through thoughtful, compliant asset management. With a compassionate, personalized approach, we help families secure a more confident future for those who need it most.