Trust and Investment Services
Since 1969, the Kaw Valley Bank Trust Department has been providing our community with a wide range of services. From the administration of trusts and estates to the management of investments and retirement plans, our Trust Department can be of assistance to you and your family.
Trusts, Estates, and Financial Planning
The KVB Trust Department can assist you and your family by serving in various capacities—we serve as Trustee, as Executor, as Agent, or as Attorney in Fact. Our Department administers trusts following the instructions provided by the trust or estate documents, thereby ensuring that your estate plan is properly executed and your wishes carried out privately and effectively.
Our Trust Officers can help you develop a financial and estate plan intended to preserve your wealth throughout your lifetime and then efficiently transfer it to the next generation. We review your entire estate thoroughly and keep in mind the tax and legal consequences that you or your beneficiaries will face.
Conservatorships and Supplemental Needs Trustee
Our Trust Department is one of the only financial institutions that will assist you and your loved ones by serving as a court-appointed Conservator or as a Trustee of a Supplemental Needs Trust.
Investment Management
The KVB Trust Department manages a variety of investment accounts. Our portfolios contain stocks, bonds, mutual funds, and exchange traded funds—the allocation of which depends on your investment objective.
Retirement Plans
Our Trust Department offers an array of retirement options including the following: IRA’s, Roth IRA’s, profit sharing plans, and 401(k)’s. Give us a call and see how we can help you develop a plan that works for you.