Trust Administration 2025

There's No Substitute for Experience

Estate, trust, and financial planning are key to long-term security. As loved ones age, managing family assets can be challenging. Our experienced Trust Department will help create a plan tailored to your needs. With over a century of experience, we’ve helped farm families, business owners, and individuals achieve their goals.

Trust services aren’t just for the wealthy—they’re valuable for everyone. At Union Savings and Loan, our local staff understands east central Indiana, offering advice and service you can trust.

USLA can help you with

Trust Administration
Estate Administration
Investment Management
Guardianships
Charitable / Legacy Gifting
Succession Planning

Click below to download our 2025 Trust and Estate Planning Brochure.

2025 Trust Brochure

Common reasons to have a trust

Provide for a Spouse
Avoid Probate
Reduce Estate Taxes
Pay for a Child’s Education
Maintain Your Family’s Privacy

Shield Heirs from Creditors
Make Annual Charitable Gifts
Distribute Assets and Property
Utilize Professional Asset Management
Protect Heirs who are Minors or Disabled

Frequently asked questions

What skills are most important for working in banking?

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Is prior banking experience neccesary?

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What is work culture like at USLA?

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What credit score do I need to apply?

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Do I need to make a down payment?

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What documents do I need to apply?

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How do I open a checking account?

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How do I set up direct deposit?

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How can I monitor account activity?

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How can I tell if a call, email, or text from my bank is legitimate?

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How can I report a scam attempt to USLA?

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How often should I check my bank statements for fraud?

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How do I open a savings account?

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Are there any limits on how many withdrawls I can make?

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Is my savings account insured?

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Will switching banks affect my credit score?

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Can I keep my old bank account open while I transition?

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How long does it take to fully switch to a new bank?

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What is the difference between a will and a trust?

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Can I revoke a trust after it is created?

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Can a trust help with charitable giving?

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How can I make changes to my account?

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How do I set up my POS terminal?

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How do I review a recent transation?

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How often to savings account interest rates change?

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What happens if I withdraw money from my CD early?

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Are interest rates for home loans fixed, or variable?

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What qualifications do I need for a commercial loan?

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Can startups or new businesses qualify for a loan?

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How long does it take to get approved?

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What are the requirements to open a business checking account?

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How is a business checking account different from a personal account?

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Can I open multiple business checking accounts?

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How is interest calculated on a CD?

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Can I add money to my CD after opening it?

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What are the benefits of an IRA over other retirement savings options?

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How long does the estate administration process take?

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What happens if someone passes away without a will?

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How are estate taxes and debts handled?

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How do you determine the best investment strategy for me?

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What types of assets will be included in my portfolio?

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How often do you review and adjust my investments?

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I was not able to afford college. Thanks to the investment from a trust, I was able to not only get my degree but graduate debt-free!

Creighton Burns, Brown University Student

Watch full story

Creighton-Burns

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