How can a trust help my loved ones?

Lisa Amaral, Trust Officer.

Oregon Pacific Bank’s Trust Services department is here to help you plan and carry out your wishes, while supporting you and your family during difficult times. Lisa Amaral, a Senior Trust Officer in Coos Bay, explains that a trust is a set of instructions that describes how your assets should be handled should you become incapacitated or pass away.

Left on their own, family members may not know how to proceed as an executor, but Trust Services staff can step in and manage duties on their behalf. That can include inventorying and accurately appraising personal property to aid in proper distribution. In all, Lisa says our clients often tell us it’s a level of service in which we become “almost like family.”

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