Middleburg Trust Company has been granted trust powers by the Commonwealth of Virginia and is recognized as a fiduciary by both The Bureau of Financial Institutions and The Federal Reserve. Middleburg Trust can serve as Trustee, Co-Trustee or Agent for the Trustee for any of the following types of trusts:

Revocable Trusts

  • Living Trust

Irrevocable Trusts

  • Trust Under Will (Testamentary)
  • Trust Under Agreement
  • Charitable Remainder Trust
  • Life Insurance Trust

Establishing a trust can provide you with benefits that sound investment services alone cannot accomplish. Whether created for use during your lifetime or under a provision of your will, Middleburg Trust will help you design a trust that will give you the comfort of knowing that your long term financial concerns will be met. For example:

  • Financing your children’s education
  • Supporting an elderly relative
  • Managing your assets if you are disabled
  • Saving on estate taxes
  • Providing investment management and financial stability for your family after your death
Please give Middleburg Trust a call at (804) 644-2848 to arrange a personal consultation.