Trust Services

Happy State Bank Trust and Investment Services will provide the finest personal trust and investment services available to a growing list of clients, while providing a return to its shareholders, in an environment that is exciting and challenging for its employees.

Happy State Bank Trust and Investment Services is a relationship-based company focusing on providing our customers with a complete package of financial products and services to fit their financial needs. We offer the tools and resources to formulate a sound investment plan for all of our customers' needs.

We provide services to individuals, corporations, employee benefit plans, and non-profit organizations as trustee, executor, custodian, and investment manager. Our services include but are not limited to:

• Estate Administration
• Trusts under Will
• Living Trusts
• Employee Benefit Plans
• Management Agency Accounts
• Custodial Accounts
• Miscellaneous Services (Guardianships, Safekeeping, Escrow Accounts)

In selecting Happy State Bank, our clients receive the collective experience of trained professional trust officers with the financial responsibility, facilities, and systems to accurately and efficiently handle investment and estate management. As trustee, Happy State Bank provides what no individual can, independent, discreet, professional, and objective handling of your financial affairs, now and for generations to come.

Diligence, experience, and long-term planning are the keys to sound asset management. Happy State Bank Trust and Investment Services constructs its portfolios based upon a total understanding of your financial situation, your objectives, your income needs, tax bracket, and the level of risk you find acceptable.

Call or come by our office today. You'll be glad you did.

We are located at:

Happy State Bank - Soncy Branch
3423 Soncy Road, 2nd Floor

806-356-TRUST