Our professional team of trust officers and investment managers are well positioned to manage investments in the following areas:

• Investment Management Service
• 401(k) Rollover and IRA Investments
• Trustee of Revocable Living Trust
• Trustee of Irrevocable Trusts
• Guardianships
• Estate Settlements
• Charitable Trusts
• Estate Planning Assistance
• Irrevocable Life Insurance Trusts

In addition to our advisory and management services, we provide additional services that other investment advisors may not offer. A Monroe Bank Trust or Investment Management Account allows you to hold a wide variety of investments such as stocks, bonds, mutual funds, Savings Bonds, real estate, insurance policies and limited partnerships in one account for ease of management.

Detailed Statements
Every quarter, or monthly if you desire, you will receive a statement that shows investment activity in your account and a detail of the interest and dividend payments that were collected. The statement will also show any deposits or withdrawals you have made to your account.

Detailed Tax Reporting
At year-end, we provide a detailed tax report and/or consolidated 1099 showing all dividends and interest collected in your account. We also provide a Capital Gains/Loss report showing the acquisition date, cost basis and CUSIP information needed to complete IRS form 1040, Schedule D. These reports will make income tax preparation simpler for you.

Bill Payment and Tax Returns Services
Other services provided in a Trust or Investment Management Account include payment of utility bills, insurance premiums and Quarterly Tax Estimates if you desire. Your account can also receive Social Security, pension and annuity payments. We can even arrange for preparation of your tax returns.

You may direct that income generated in your account be deposited to your Monroe Bank checking account on a monthly or quarterly basis or be reinvested in your trust account. Please contact us to learn how we may be of assistance to you.