Trust Services

Citizens National Bank Trust & Investment Services provides asset management, trust, estate administration, and investment advisory services to individuals and families throughout East and Central Texas.
We assist families in developing personal strategies that work across generations.  

Trust Administration

  • Charitable Trusts
  • Investment Agency Accounts
  • Irrevocable Trusts
  • Guardianships of Estates for Individuals
  • Revocable Living Trusts

Charitable Advisory Services

  • Personal Giving Strategies
  • Private Foundations Management

Estate Planning

  • Professional guidance to minimize potential taxes through personalized strategic planning
  • Work in conjunction with your attorney and CPA to reach a seamless estate plan

Estate Settlement

  • Act as independent executor, co-executor or agent for executor of an estate
  • Manage legal and financial concerns in a prudent and prompt manner
  • Supervise the distribution of all assets in accordance with client’s will
  • Avoid potential compliance issues by ensuring all probate procedures are followed

Retirement Planning

  • Traditional IRA’s
  • Roth IRA’s
  • Beneficiary IRA’s