Trusts
At Dakota Community Bank & Trust, our dedicated Wealth Management team provides the unequaled service our clients have come to expect. Through comprehensive trust and investment services, we help individuals and families build, manage, and preserve wealth at every stage of life.
Trust Service Options
Estate & Legacy Planning
Our Estate and Legacy Planning services help ensure your assets are managed and distributed according to your wishes. We work closely with you and your advisors to support estate planning efforts, administer estates, and provide conservatorship services, helping bring structure, clarity, and peace of mind during life transitions.
Our Estate and Legacy Planning services include:
- Estate planning
- Estate administration and conservatorships
- Testamentary trusts
- Personal representative services
A Relationship Focused Approach
We believe wealth management is about more than investments. It is about relationships, trust, and long term partnership. Our team takes the time to understand your full financial picture so we can deliver thoughtful guidance and proactive service as your needs evolve.
Securities and advisory services are offered through Principal Securities, Inc., member SIPC, a registered investment adviser and broker-dealer registered with the U.S. Securities and Exchange Commission. Products offered by Principal Securities®, Are not deposits, Are not insured by the FDIC or any federal government agency, Are not guaranteed by Dakota Community Bank & Trust, May go down in value, Involve investment Risk. Dakota Community Bank & Trust and Dakota Community Investments is not registered as a broker-dealer or investment advisor. Jason Stahl, Grayden Stone, and Tanner Steffan, Principal Securities Registered Representative and Financial Advisor. Principal Securities Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. This endorsement is provided by Dakota Community Bank & Trust (“Promoter”), who is not a current client or investor of Principal Securities, Inc. (“Investment Adviser”). Promoter receives up to 82% of gross compensation in return for their endorsement if you become a client of Investment Adviser. Promoter’s receipt of cash compensation creates an incentive for Promoter to refer you to Principal Securities rather than to other investment advisers with which it does not have similar referral agreements, resulting in a conflict of interest for Promoter. Dakota Community Bank & Trust and Dakota Community Investments is not an affiliate of Principal Securities, Inc.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Find a broker, investment or financial advisor on BrokerCheck Principal Securities Form CRS, Customer Relationship Summary, available here