Helping People Accumulate, Preserve,
and Transfer Wealth

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Expert Advice, Personal Attention

Ensure that the assets you’ve worked so hard to accumulate are managed and passed along smoothly to the people and causes you care deeply about. Our onsite, full-time trust services staff will work with you to create a plan that fits your wishes.

Trust Services include:

  • Estate Planning analyzes the most efficient way to transfer wealth to future generations
  • Managed Agency Account provides both management and administrative services
  • Bill Paying services and managing your assets
  • Revocable Trusts are used during your life time and may reduce probate and other final expenses
  • Testamentary Trust provides professional management for heirs after death
  • Executor of an Estate to help carry out the terms of the will
Trust services team

Trust for business. Because you’re passing on more than your business.

When you put your heart and energy into your business, you want to be sure your legacy continues on once you’re ready to retire. We help maximize our client’s financial performance and have the forethought to help design a succession plan that’s right for the entire family. It’s never too early to start planning for what’s to come. Our relationship-based approach allows us to understand our client’s dreams, so we can share customized insights and strategies which help to plan the future.

Our Commitment to You

From the big picture to the tiny details, Decorah Bank’s Trust Team will work with your attorney or accountant to ensure that your specific needs are met and that every facet of your account is taken care of. Whether you prefer to monitor your financial activity
in-person, by mail, or online, our trust services options provide the flexibility and security you want.

Download the Trust Services Brochure [ pdf | 1,012 KB ]

 

 

 

Jason Soland

 

Customers Rave:

"Warm & genuine welcome, knowledgeable & helpful financial advisors & planners, generous contributors to the local community & the greater good nationally & internationally (energy use, solar, etc.) Thank you."

Harley R.

Learn more about our representatives:

Roger Huinker

Roger Huinker

  RHuinker(at)DecorahBank.com

Roger makes it his priority to work closely with his clients to identify needs, develop a recommendation that's appropriate, and to integrate it into a financial plan that protects his clients and their families.

Justin Gullekson

Justin Gullekson

  JGullekson(at)DecorahBank.com

Justin spends time visiting with you about your dreams, loved ones, values, and financial situation before making suggestions on how to carry out your legacy according to your wishes. He also knows that by caring for your affairs with knowledge and careful prudence, it will free you up from tasks that are often complex and emotionally challenging. Justin is committed to working with individuals and families across multiple generations.

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Jason Soland

Jason Soland

  JSoland(at)DecorahBank.com

As a dedicated and experienced financial planner since 2007, Jason will work as a trust advisor with you to create and accommodate the simplest of strategies to the most complex. Jason offers best practices and solutions that will guide you with clear focus on your objectives.

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