Trust Services

It Always Starts with Trust

Horicon Bank’s Trust Administration Office isn't your typical operation. We work with your attorney and preferred financial advisor to offer comprehensive administrative trust services.

We are one of the first community banks in the Midwest to offer this service without requiring you to work with a specific financial advisor. As an independent trustee, Horicon Bank works with the advisor you choose, all while offering the support of a strong financial partner.

We work with individuals and families as a trustee, personal representative/executor, power of attorney or agent. We are primarily serving in these roles as an independent trustee in Wisconsin and Illinois.

What is a Professional Corporate Trustee?

A corporate trustee represents naming a company to handle your finances as you indicated in the documents you executed with your attorney.

Simply put: our goal is to be sure your last wishes are carried out.

The main benefits of naming a company over any individual are as follows:

  • Documentation - Documentation is critical for anyone in a fiduciary role to carry out their duties, so it is important to keep everything up to date. For instance, if you loan money to someone and you want that to come out of their share, you’ll want to document the loan appropriately with your attorney.
  • Impartiality – There is no history and there are no grudges that are carried forward.
  • Disclosure – Beneficiaries are provided an accounting of what has taken place. Professionals are audited whereas individual trustees consisting of family members and non-family members may not be subject to the same type of oversight.

The Holiday Clause

Saving family holidays from disputes over finances

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Traditional Trust Administration

Horicon Bank will delegate investment authority to outside investment advisors

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Directed Trust

An individual or entity outside of Horicon Bank may direct investments

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Bill Paying Services

Options to help pay your monthly expenses 

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Trust and Estate Settlement

Horicon Bank will assist to transfer your assets per your last wishes

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Our Trust Administration Office

15600 West Cleveland Avenue
New Berlin, WI 53151

Schedule an Appointment

Meet Your Trust Administration Team

Our trust experts are standing by to help you!

Chris Berens
Chris Berens Trust Officer, Vice President 262-808-2678 Email Chris
Pam Carter
Pam Carter Trust Officer, Assistant Vice President 262-808-2677 Email Pam
Lori Ewan
Lori Ewan Trust Administrator 262-808-2676 Email Lori
Amy Smith
Amy Smith Trust Administration Specialist New Berlin 262-808-2679 Email Amy
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