Estate Planning & Trust Services

At Atlantic Union Bank, you gain fiduciary advisors with years of experience in trust and estate planning to help secure your financial future

Navigating the complexities of trust types, legacy planning and tax considerations demands deep expertise and a nuanced understanding of your family’s needs.

We approach estate planning in three collaborative stages:

Understanding your circumstances and goals
Working collaboratively to create an integrated plan that includes wills, trusts, powers of attorney and more
Revisiting your plan periodically to ensure it stays current

What's a fiduciary? Learn more.

What do we mean by Estates and Trusts?

An estate represents everything a person owns and owes at the moment of their death. It is automatically created upon death and is managed through a legal process called probate.

A trust is a legal arrangement established by a person to hold and manage assets for the benefit of others under the supervision of a trustee.

Disclosures

Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, wealth banking services, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.