Trust Services & Estate Planning

Protect Your Legacy 

Look to our Trust Services professionals to help you navigate the complexities of business transitions and family interests. We will work with your estate planning attorney to craft a trust that helps maximize benefits for you and your beneficiaries.


  • Successor Trustee / Co-trustee
  • Agent for Trustee
  • Trust Accounting & Reporting
  • Executor
  • Corporate Trustee Services
  • Administrator
  • Custodian
  • Guardian for Estate
  • Trustee
  • Escrow Agent

Objectivity, Expertise, Confidentiality 

Our team has the knowledge and resources to handle all aspects of your trust. We take a personal interest in your specific needs, customizing account provisions to best fit your goals and lessening the burden of financial management, so you can focus on today while we help you plan for tomorrow.

Our professionals are here to serve the unique needs of your business and your family. Let us help you secure the future.

Private Banking

Experience Private Banking Like No Other.

Primera's personal relationship bankers are with you every step of the way, helping you tailor a plan to reach your financial goals and identify opportunities for growth, ensuring your hard work today leads to success for a lifetime of tomorrows.