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Trust, Custodial and Estate Services

These services are sometimes overlooked when making the selection of a financial partner. Expertise in fiduciary services is critically important to effective preservation and distribution of accumulated wealth.


Personal Fiduciary Services

Of all the areas of expertise that are offered by our Trust and Investment Advisors group, the subjects of trust, estate and custodial services are perhaps the most complex for our customers. Here is a quick look at how our locally based but truly competent advisors can help you plan for the future and care for your assets.

Estate Planning

The financial legacy that you leave for your family depends on the planning that you do now. The experienced team at High Point Bank and Trust will work with you and your other advisors to develop an estate plan that addresses your family and financial needs—from discussing simple wills to establishing complex trusts.

Trust Services

Working with our trust professionals, you are able to create a customized plan that addresses the unique needs of you and your family. Whether you want to provide a contingency plan for your own incapacity, make provisions for asset management for a surviving spouse, leave money for the benefit of a charity or reduce tax liability, a trust may be the most effective tool to reach your goals.

Custodial Services

If you prefer to manage your own investments but want the record-keeping support of an established financial institution, High Point Bank offers custodial services. We safe keep assets, collect income, process securities trading and generate consolidated tax information. With these record-keeping functions being handled by High Point Bank, you are able to focus on making investment decisions.

Get In Touch

Get in touch with Erich Hamm to speak about your trust and estate planning needs. Call 336-881-3614 or email