Log In Locations/ATMs Español Search Personal Business Trust & Investment About Trust Administration Whether you are looking for a trustee of your own trust, or you’re a beneficiary of a trust created by someone else, look no further than Exchange Bank. Our trust officers possess a strong technical understanding of estate planning and tax laws, along with a caring and compassionate nature—a unique blend of characteristics required to provide superior trust administration. When named trustee, Exchange Bank administers trusts established for a wide variety of reasons and causes: To provide benefits for surviving spouses To manage assets for children or grandchildren who are too young to receive a large inheritance To protect adult children who engage in self-destructive behaviors To provide for individuals with special needs who may lose government assistance if they receive an inheritance To ensure that non-profit organizations’ important causes are funded for years into the future By combining trust administration with investment management, our trustee services are often more cost effective than those which take an unbundled approach. Our Services Investment Management Retirement Accounts Estate Settlement Contact Us Meet Our Team Our team is comprised of a group of certified individuals in the areas of trust administration, estate settlement, retirement plan management and investment management. With combined financial experience of over 250 years, our team has the capacity and expertise to provide personal services tailored to your financial needs. We have offices located in Santa Rosa, Roseville and Silicon Valley. Meet Our Team Deposit and loan products are offered by Exchange Bank, Member FDIC and Equal Housing Lender. Trust and investment management services are offered by Exchange Bank Trust and Investment Management. Exchange Bank investment products are: Not a deposit Not FDIC insured Not guaranteed by the Bank Not insured by any federal government agency May go down in value Always consult with your independent attorney or tax advisor before making any tax-related financial decision, or changing or implementing any financial, tax or estate planning strategy. Learn more About us Careers News Room Privacy & Security Financial Calculators Locations Coronavirus Info Contact Click here to see our Investor Relations Give Feedback Wildfire Info Privacy Security © 2007-2021 Exchange Bank. All Rights Reserved. Phone (707) 524-3000 or (916) 771-5262 This site contains links to other web sites, in order to assist users in locating and accessing information that may be of interest. Exchange Bank does not warrant linked sites for any purpose. Further, the inclusion of a link to another site does not constitute an endorsement by Exchange Bank of the site, its owner(s) or any products or services advertised on the linked site. Routing #: 121101985 Facebook Twitter Linked In Cookie Policy. eb logo on Performance cookies eb logo on 3rd party cookies