Delivering Proven Trust Solutions

Preneed Funeral Trusts • Cemetery Merchandise and Services Trusts • Perpetual Care Cemetery Trusts

LLive Oak Trust exists to provide superior trust services with a singular focus on funeral home and cemetery clients. Your trust accounts are vital to your business, and we’re committed to helping you succeed. With a dedicated funeral and cemetery trust team, you can be confident in choosing Live Oak Bank for your funeral home and cemetery trust needs. Our experienced team understands the regulatory environment and ensures your accounts are in compliance with state statutes, rules and regulations.

Contact Our Team   Trust Client Log In

SEAMLESS TRANSFERS

Transferring your trust accounts to Live Oak is simple and streamlined. Our team
performs a comprehensive review of your existing trust documents and updates
them, if needed. We will draft the necessary trust transfer documents and secure any
required regulatory approvals. From the initial transfer to daily trust management, we
are committed to providing you exceptional trust services.

Collect, Review & Update Docs

Obtain Approval

Partnership Complete

WHY LIVE OAK

Our team provides these unique benefits:

  • A dedicated team who understands the complexities of funeral and cemetery trusts
  • An in-house legal team to ensure your trust accounts are in compliance with all the various state statutes, rules and regulations
  • Comprehensive review of your existing trust agreements and, if applicable, preparation of new trust agreements
  • Continual review and oversight of trust fund investments, made at the direction of your duly appointed investment manager, to ensure compliance with the account’s investment policy and applicable law
  • Timely processing of trust deposits, withdrawals and cancellations
  • Preparation and filing of all required federal and state trust tax returns
  • Availability to auditors or examiners, as needed
  • 24/7 web access to your account balances, transaction history and statements

Contact a Trust Member

Our Trust Team
understands
your business.

From our Trust Resource Center

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.