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Trust & Estate Administration

Whether you are looking for an investment advisor, trustee, or executor, we are committed to being the partner you can trust. BSNB’s Wealth Management and Investment Officers deliver peace of mind, superior service and years of experience.

Contact Us

  • Phone: (518) 363-8698
  • Location: 990 State Route 67, Ballston Spa, NY 12020
  • Mailing: PO Box 70, Ballston Spa, NY 12020-0070

 

Trusteeship

Planning for your family’s future well-being often means making long-range financial decisions now. BSNB Wealth Management Solutions can help you be proactive, offering the level of support that best serves your situation. Learn More

Estate Administration

Creating an estate plan can be an emotional and complex undertaking. When it comes time to settle your estate, we work to smoothly and sensitively execute your wishes as planned.   Learn More

Special Needs and Disability Trusts

Planning for the future when you have a loved one with a disability presents special challenges. A supplemental needs trust, also known as a trust for disabled beneficiaries, can provide the security and peace of mind that your family needs. Learn More

No Bank Guarantee Not FDIC Insured Not a Deposit
Not Insured By Any Federal Government Agency May Lose Value including Loss of Principal

We have more.

Better U modules cover a range of key financial concepts from paying for college to planning for retirement. Take advantage of this FREE resource to improve your financial literacy at your own pace!

Visit BSNB's Better U Financial Education

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