BRANCH APPOINTMENT UPDATE: We are still requiring appointments for all non-teller transactions, including any loan related documentation. Walk-ins for teller transactions are welcome. Please note that any walk-ins for non-teller transactions may wait longer due to appointments. To make an appointment please call (562) 862-8141. Thank you for your understanding.
You don’t have to be a millionaire to set up a Trust Account. With only a $25 minimum to open a Trust Account, you can in most cases protect your beneficiaries from the difficult process of probate or navigating confusing tax laws.
Why a Trust Account?
Trusts are designed to help your loved ones get faster access to your funds, and can possibly help them avoid taxes. Trusts also offer an increased level of privacy, since probate is public record. By creating a Trust, you’re also in full control of how your funds will be distributed and when.
Affordable Share-Secured Loans
If you need an affordable loan, you can always use the balance of your Trust Account for a Share-secured Loan.
Simply provide your name and phone number and we’ll give you a call.
Or call us at 562.862.8141