Trusts

Kathy Heim

Assistant Vice President and Trust Officer

The American National Bank of Beaver Dam takes great pride in being a locally owned, independent bank providing a complete range of personal trust and investment management services.  Our knowledgeable staff are available to provide

information and assist on any number of different financial and estate planning matters. 

Kathy Heim, John Oathout and the American National Bank of Beaver Dam's Trust Department provide professional Trust Services with a personal touch, from the same bank that has been serving the Beaver Dam area since 1891.

Whether you currently have a trust that you are managing yourself or whether you are considering establishing a trust, we can act as your trustee or your successor trustee.  We specialize in:

Living Trusts

                Testamentary Trusts 

Estate Settlement

Agency and Custody Accounts

Unified Credit or Bypass Trust

For more information about Trust or to request a confidential free consultation, you can contact us by phone at (920) 885-2700 or by email at: kheim@anbnet.com or joathout@anbnet.com.