Wealth Transfer

When you need expert financial advice on transferring your wealth and settling your estate, we’re here for you. Our trust officers can help with:

  • Asset identification, collection, valuation and management
  • Probate estate and trust administration
  • Tax and legal strategies development to minimize all types of taxes: estate, generation skipping and income
  • Tax preparation or review
  • Preparation of all required inventories and accountings
  • Distribution of assets in accordance with the estate plan

We will provide as much professional support as you need by serving as your executor, trustee or agent – whichever you prefer.

Guardianship services

For those unable to handle their own financial responsibilities, such as children or disabled adults, we can protect your estate by serving as your legal financial guardian. In this role, we accept legal responsibility for managing all of your assets, including:

  • Paying all bills and ongoing expenses
  • Determining overall cash flow requirements and living expenses
  • Establishing a monthly budget
  • Coordinating medical insurance filings and expenditures for medical equipment
  • Preparing and planning state and federal income tax returns
  • Investing and managing all assets, including real estate

We pledge to protect the financial security of your family members until they reach legal age or, in some cases, for the rest of their lives.

You're the One® we’re here for at MidWestOne. Contact us today!

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not a Deposit

Not Insured by any Federal Government Agency