Estate and Trust
The Trust Department of JD Bank has helped families, individuals, and institutions manage wealth since 1947, and is the second largest bank trust department domiciled in Louisiana. As a Louisiana based institution our clients benefit from working with a local team of highly experienced professionals in a personal, face-to-face relationship. There are lifelong issues that arise with the accumulation, growth, preservation, and transferring of wealth. We're familiar with these issues and, as a qualified and experienced fiduciary, we know how to provide our clients with customized solutions.
Whether you're accumulating and growing your wealth, attending to your estate planning, or seeking a fiduciary upon your death and afterwards, the team of professionals at JD Bank is ready to help you attain your goals. We're committed to providing you with sound, objective advice and services that will get you where you want to go.
Please call 337-480-2350 to speak with a Trust Officer and to arrange for an appointment.
- Estate planning
- Tax planning
- Investment management
- Trust administration of revocable and irrevocable trusts
- Curatorship/tutorship administration
- Special needs trusts
- Charitable trusts
- 401(k) rollovers
- Retirement plans
- Trusts and Estates
Serving as an executor or trustee becomes more complex with larger estates. Many individuals simply aren't prepared for the responsibilities and liabilities that accompany these positions. The trust department at JD Bank has the experience and resources to serve as your trustee, executor, or curator in an impartial, professional manner. We will work with your other advisors to help you craft an estate plan that expresses your wishes, plans for possible incapacity, and sets the stage for a smooth transition of wealth. You'll enjoy the confidence of knowing that your affairs are well organized and that you have a bank that is expert at executing your final wishes with precision and efficiency.
- Investment Management
In an increasingly complex world of securities investments, managing larger investment portfolios (including IRAs) calls for a lot of time and expertise, and many people haven't an abundance of either. The JD Bank Trust Department employs a specialized team of credentialed investment professionals who bring a highly disciplined approach to managing your investments. Starting with an evaluation of your goals, we advise you as to an appropriate asset allocation, build your portfolio, and then monitor it on an ongoing basis. Our process includes periodic rebalancing of the portfolio, researching promising new investment opportunities, evaluating changes to the portfolio as specific investments reach our goals, and constantly monitoring the news as it impacts each security in your portfolio. Through this detailed process and diversification, investment risk can be controlled.
Whether we serve as a trustee or only as portfolio manager, the same discipline and standard of care applies. You can rest assured that your assets are well cared for in a proactive manner.
We manage IRA accounts for many clients. Retirement often means rolling your money out of a company 401(k) plan and into your own IRA. We can help you with this transition. JD Bank also acts as a trustee for company sponsored 401(k) plans, defined benefit plans and other retirement vehicles.