The Funeral and Cemetery Trust Division is a dedicated business unit that focuses solely on funeral and cemetery trust services throughout the country. Because the Division is part of a major financial institution, it can offer a complete line of trust services for funeral, cemetery and crematory owners, which many smaller banks and trust companies are unable to provide. The professionals within the Division include:
- a dedicated legal group which reviews state regulations, ensures timely transfer of assets in accordance with state law and drafts documents for client review;
- a dedicated tax group to compute, review and prepare federal and state returns;
- dedicated portfolio managers, familiar with the various state specific investment requirements, who tailor clients’ portfolios to meet their specific business needs;
- dedicated operations personnel to oversee any required regulatory reporting and the timely deposit, investment and withdrawal of funds in accordance with state regulations
We look forward to providing you with the type of investment and administrative excellence that this highly complex industry demands so that you can continue to provide superior service to the families in your community.
We understand that our performance directly impacts our clients' as well as our own success. We would like to be your trusted partner and succeed with you. Call us at 1-800-580-0571, or tell us more about your wealth management needs and an experienced professional will contact you.
Institutional Services Brochure
Investments in securities and insurance products held in trust accounts are not FDIC-insured, not deposits of Regions Bank or its affiliates, not guaranteed by Regions Bank or its affiliates, not insured by any federal government agency, and may go down in value.