Stepping In When It Matters Most: A Trust Administration Story
At Cypress Bank & Trust, we’re honored to be trusted with life’s hardest moments. When a blended family lost their father, the originally named executor and trustee wasn’t prepared, leaving heirs without clear answers and facing costly tax decisions. The family turned to Cypress Bank & Trust to step in as successor, taking over both roles and distributing the assets effectively. As Ken Thompson, JR, CTFA, AEP, Senior Vice President and Senior Trust Executive in Jacksonville, shares, having a steady fiduciary partner gave the family real peace of mind and left them wishing they’d started with Cypress from day one. This is The Cypress Way: trusted guidance when your family needs it most.