The Right Bank Account for Your Trust
Creating a living trust or family trust is a smart way to help make sure your loved ones are taken care of after you’re gone, and to help them avoid a complex, expensive legal process.
Whether you’ve chosen a Revocable Trust or an Irrevocable Trust, Ridgewood Savings Bank is here with the bank account you need.
What You’ll Need
First, drop off your original Trust Agreement document and the Trust’s Tax ID number (EIN if applicable) at any branch and our law firm will review the information. Each trustee must be present at the branch and must bring the following:
- Photo ID
- Social Security number
- Proof of your New York State address
Why Choose Ridgewood?
Your unique financial situation calls for a unique financial institution. Since 1921, Ridgewood Savings Bank has been here to serve our fellow New Yorkers. We offer the convenience you expect from a big national bank, paired with personalized service that only a community bank can offer.
Trust Accounts are not permitted to have Overdraft. Other restrictions and conditions may apply.