Trust Services

Estate Planning and Trust Services

Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility. Many types of trust services exist, each designed for a specific purpose.

Dakota Community Bank & Trust’s trust advisors use your wealth to support your family and those you care about. We know you have worked hard over the years to accumulate wealth. We want to make sure your legacy reaches your heirs as you intend either by a will, by trust, by beneficiary designation, or by joint ownership arrangements.

Our trust advisors can also assist our clients with many non-financial assets including real estate and mineral management. We emphasize flexibility to meet your individual goals and discipline to achieve them.

Trust service offerings:

  • Personal trusts
  • Charitable trusts
  • Special needs trusts
  • Testamentary trusts
  • Elder care services
  • Estate planning
  • Estate Administration and conservatorships
  • Mineral management
  • Farm, ranch, and land management
  • Personal representative services
  • Individual retirement services
  • Escrow agent and custodial accounts
  • Small business retirement accounts
  • Safekeeping agency

Securities and advisory services are offered through Principal Securities, Inc., member SIPC, a registered investment adviser and broker-dealer registered with the U.S. Securities and Exchange Commission. Products offered by Principal Securities®, Are not deposits, Are not insured by the FDIC or any federal government agency, Are not guaranteed by Dakota Community Bank & Trust, May go down in value, Involve investment Risk. Dakota Community Bank & Trust and Dakota Community Investments is not registered as a broker-dealer or investment advisor. Jason Stahl and Tanner Steffan, Principal Securities Registered Representative and Financial Advisor. Principal Securities Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. his endorsement is provided by Dakota Community Bank & Trust (“Promoter”), who is not a current client or investor of Principal Securities, Inc. (“Investment Adviser”). Promoter receives up to 82% of gross compensation in return for their endorsement if you become a client of Investment Adviser. Promoter’s receipt of cash compensation creates an incentive for Promoter to refer you to Principal Securities rather than to other investment advisers with which it does not have similar referral agreements, resulting in a conflict of interest for Promoter. Dakota Community Bank & Trust and Dakota Community Investments is not an affiliate of Principal Securities, Inc.