Our Philosophy
Earning your trust is our core commitment. We know that trust and estate administration involves intensely personal issues for our clients. We are committed to being sensitive to those issues while providing sound advice to help our clients realize their wishes. Our convenient location and informal atmosphere facilitate relaxed, comfortable meetings with our clients.
Our Staff
The TrustPeople™ is independently owned and managed by financial experts who are committed to strong civic leadership and are well-lestablished in the Bozeman business and philanthropic communities. Our experienced Trust Officers and staff take pride in providing the personalized attention and focused services that allow us to respond to the often complex needs of our clients. We continually strive to gain an intimate understanding of our clients and their specific requirements in order to provide the services that best meets their needs.
In choosing a trustee, do you want both the security of a regulated bank and the comfort of working with local experienced people right here in Montana? The TrustPeople™, Inc. offers the best of both worlds, a local trustee service and the security of a regulated Montana banking corporation.
The effectiveness of a trust depends on the experience and integrity of the trustee who manages and administers it. Our officers are credentialed, trained and educated in trust administration. With The TrustPeople™, you can be confident your financial affairs will be managed professionally, objectively, discreetly and compassionately.
As a local trust firm, we are not weighed down by the complex and cumbersome structures of nationally oriented organizations. Our trust relationships are administered directly by professionals in your area who know your unique needs and preferences. We offer our clients and their financial, legal and tax advisors the efficient communications that a local corporate trustee can provide.
Our Reputation
The TrustPeople™ has established an excellent reputation among attorneys, accountants and other advisors of trust clients. Respected for our experience, integrity, efficiency and professionalism in exercising our fiduciary responsibilities, we work closely with our client's inner circle of advisors to develop customized estate planning and administration, ensuring that your needs and desires are fully understood, evaluated and met.
Our referral sources know that we can be counted on to provide excellent care and continuity as we take on the sometimes complex tasks of carrying out the wishes of grantors.
