Providing Funeral Home and Cemetery Trust Solutions

Live Oak Bank’s Trust team is dedicated to providing California funeral home and cemetery owners with superior trust services, which is why we established the Trust Advantage Product. Ideal for independently owned funeral homes and cemeteries, the Trust Advantage Product provides greater access, options and service than traditional products.

Trust Advantage Product Benefits

turn key service

Turn-key Service

Our Trust Advantage Product takes the stress off of you and your business. Live Oak Bank handles the fiduciary administration of your trust, and partners with experienced industry professionals for investment management and recordkeeping, for a customized all-in-one trust solution.

Dedicated Contact

We understand your trust accounts are vital to your business, which is why each client has a dedicated contact. You’ll always know who to call when you have questions.

experienced cemetery trust team

Experienced Funeral Home and Cemetery Trust Team

Our funeral home and cemetery trust team understands the statutes and regulations specific to California, so you can rest assured that your trust accounts remain in compliance.

Transferring Your Trusts to Live Oak Bank

Customer service is truly our priority, which is why we make the trust transfer process simple and streamlined. We perform a comprehensive review of your existing trust documents, and if needed, update them using our California-specific trust forms to ensure conformity with applicable law. To expedite the process, we draft the necessary trust transfer documents and secure any regulatory approvals that may be required. From the initial transfer of your trust account to the ongoing management of daily tasks, each member of our team is committed to providing you with exceptional service and attention.

Find out how Live Oak Bank’s Trust Advantage Product can benefit your funeral home or cemetery. Contact us to request a free review of your trust accounts.

Contact Jim Breaux to learn more about Live Oak Bank’s Trust Services.

jim breaux cemetery trust

Jim Breaux

Investments and insurance products:
Are not FDIC insured | Are not guaranteed by Live Oak Banking Company | Are not deposits | Are not insured by any state or federal governmental agency | May lose value

Live Oak Banking Company and its affiliates and the directors, officers, employees and agents of Live Oak Banking Company and its affiliates (collectively, “Live Oak Bank”) are not permitted to give legal or tax advice.
Clients of Live Oak Bank should consult with their legal and tax advisors prior to entering into any financial transaction.

Our Funeral Home & Cemetery Team
understands your business

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