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Personal Trust and Wealth Management
We spend so much of our time accumulating wealth to insure lifetime financial security for ourselves and our loved ones. We spend so little time planning how that wealth will be managed, protected and transferred to the next generation in an orderly, cost-effective manner.

We’d like to introduce you to the Trust Division of Union Bank & Trust Company—a group of professionals who have helped many, like yourself, achieve the peace of mind that only comes when you know you have done all that can be done to maximize your financial opportunities. The Trust Division will help you create a plan that fits your needs now and into the future, and then use their many resources to see that your plan is carried out.

These professionals have many names ­ Trustee, Investment Manager, Personal Representative, Agent, and Conservator, but they have only one goal: to ensure your financial security! Union Bank & Trust offers a wide variety of trust and asset management services. As trust professionals, they partner daily with your legal and tax advisors to formulate plans that will increase your family’s wealth and greatly enhance your quality of life.

For in-depth information, visit the Personal Trust & Wealth Management department on our Trust website. (the site will open in a new window).

Personal Trust & Wealth Management
323-1528 in Lincoln, or toll-free, (888) 239-5135
6801 S. 27th Street (27th & Pine Lake Road)
P.O. Box 82535, Lincoln, NE 68501-2535