Trust Services

Office Locations

Madison, WI
1221 John Q Hammons Dr.
Madison, WI 53717

Milwaukee, WI
18650 W. Corporate Dr.
Suite 200
Brookfield, WI 53045

Appleton, WI
4321 W. College Ave.
Suite 300
Appleton, WI 54914

Sioux Falls, SD
300 North Dakota Ave.
Suite 310
Sioux Falls, SD 57104

(888) 856-8801

Trust Services > Account Types

Account Types

SVA Plumb Trust Company provides administrative services through various types of client relationships. Through a traditional trust relationship, SVA Plumb Trust Company will act as trustee for a trust. We also have many clients who do not have trusts or who act as their own trustees; in those cases, we will serve as the investment agent for the individual or for the trustee. As the investment agent, we can provide the same types of services such as bill‐paying, estimated tax payments, and consulting, but the client retains complete control over distributions.

Trust Options

SVA Plumb Trust Company provides trust services for the following types of accounts:

  • Revocable Living Trust
  • Irrevocable Trust
  • Testamentary Trust / Trusts Under Will
  • Charitable Trust
  • Life Insurance Trust
  • Investment Agency
  • IRA
  • Personal Representative
  • Guardianship
  • Custody Only

To learn more about the services SVA Plumb Trust Company can provide for you, contact us at (888) 856-8801.

Access Your Account

What's Happening