Happy Trust Company - Happy State Bank

Happy Trust Company

Our Trust Company is dedicated to creating value, improving wealth, and protecting the assets of our clients. We offer personalized services to individuals, businesses, and charitable organizations as trustee, executor, custodian and investment manager.

Our dedicated staff prides itself on building strong relationships with our clients. Our team is comprised of professionals with over two hundred years of combined experience.

Read More: Why Select A Corporate Trustee To Administer Your Trust?

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Happy Trust Company

 

Happy Trust Company Services

In selecting Happy Trust Company, clients receive the collective experience of our team with the financial knowledge to manage assets to meet their specific needs. We provide for the confidential and objective handling of your assets, while also developing an investment plan specifically tailored to meet your financial goals. Investments are selected based on your objectives and also sound fiduciary laws & principles.

Our services include:

  • Personal Trust Administration (Living & Testamentary Trusts)
  • Investment Management Accounts
  • Agency Services for Trustees & Executors
  • Custodial Accounts
  • Estate Administration
  • Employee Benefit Plans & IRA's
  • Specialty Asset Management (Farm & Ranch, Oil & Gas, Real Estate)
  • Other Professional Services (Guardianships, Safekeeping, Escrow Accounts)

We invite you to call or come by any of our locations to speak with one of our professionals.

Our team is here to help you!

Our Pledge To You

...is to provide the same level of service you have come to expect from Happy State Bank.

Our Team is dedicated to our belief in relationships, service, and responsiveness.

Let our trust professionals help you in creating, managing and preserving wealth.

**All products and services represented on this page are not FDIC-insured, are not guaranteed by this financial institution, are not obligations of this financial institution, and involve risk including possible loss of principal.