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Trust Insights

Rest Easier

Sleep soundly knowing your legacy and your family are covered financially.

Trusts, estates, & more

Protect What's Yours

Provide for your loved one, manage and secure your assets, and optimize your finances with a plan tailored to you and your goals. Our approach to portfolio management creates a financial plan that identifies appropriate solutions based on your goals.
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Our services

Ensure Your Wishes Are Fulfilled

Find a trust or estate planning solution that makes the most sense for your situation.

You can rely on our team of experienced professionals to ensure that every trust is appropriately and efficiently administered in accordance with Federal and State law.

OceanFirst Bank can serve as Trustee or Co-Trustee and administer a variety of trusts, including but not limited to:

  • Revocable Trusts
  • Standby Revocable Trusts
  • Irrevocable Trusts
  • Testamentary Trusts
  • Special Needs Trusts
  • Charitable Remainder Trusts
A fiduciary is a person who, by law, is responsible for acting in another person's best interests. When you need the expertise of an independent fiduciary, OceanFirst can help. We take a highly personalized team approach to working with individuals and families as fiduciaries. We tailor our services based on the uniqueness of each relationship to ensure that all your financial needs are appropriately met.
If you are an individual interested in giving a gift or donation to a school, religious institution, or other community-oriented organization, find out more about charitable giving.
The role of an Executor in settling an estate can be cumbersome and complicated. Family dynamics may dictate the need for an objective and impartial third party. OceanFirst can serve as an Executor or Agent for an Executor and administer the Last Will and Testament by applicable state law.

As an Executor, OceanFirst will carry out the instructions of the Testator and oversee the administrative duties, tax accounting, and asset management until final distributions are made to the beneficiaries. 

As an Agent for Executor, OceanFirst can handle most estate administrative and asset management tasks, such as marshaling assets, arranging for payment of debts and expenses, executing securities transactions, recordkeeping, and post-mortem planning for the estate and its beneficiaries.

Ensuring that a disabled loved one receives the care they deserve requires expert guidance. At OceanFirst Bank, we can help. Our team of trusted advisors is committed to ensuring that your loved one's needs are appropriately met. 

A Special Needs Trust is a trust established for a person with special needs. It is designed to manage the assets for that person's benefit while permitting them to receive essential needs-based government benefits. A Special Needs Trust can be established with the beneficiary's assets, such as proceeds from a legal action, and is commonly known as a "first-party" or self-settled trust. A Special Needs Trust can also be established by a third party, such as a parent or grandparent, who establishes the trust with their assets to benefit the beneficiary. 

Due to their complexity, Special Needs Trusts must be carefully structured and administered to be effective. OceanFirst can be your Special Needs Trust resource by serving as a Trustee or Co-Trustee. As such, we will manage the trust's assets for the benefit of your loved one, according to the instructions you have provided in the trust document.

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Whatever stage of your financial journey you’re on, we can assist.