Estate and Trust Administration Services

A significant part of our estate and trust administration services are performed as agent for individual executors and trustees. Individual executors and trustees may wish to delegate a portion, or all, of the fiduciary responsibilities to PGB Trust & Investments under an agent agreement. Selection of various services that we offer can be done on a menu basis where fees can be unbundled and tied to only the fiduciary services required by the individual, executor, trustee.

Securities and mutual funds are not FDIC insured, are not obligations of or guaranteed by Peapack-Gladstone Bank, and may involve investment risk, including possible loss of principal.  Information provided for educational purposes only.  This should not be relied upon as tax and/or investment advice.  We encourage you to consult your personal legal, tax or financial advisors for information specific to your situation.