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Trust | Financial Services

    Trust and Financial Services

    The Carlsbad National Bank's Trust and Personal Financial Division is the oldest trust company in Carlsbad. As Carlsbad's only locally owned, full service trust company we offer a variety of trust and financial services to meet both your personal and business needs.

    Our Expertise Covers:

    • Asset Management
    • Personal Trusts
    • Investment Accounts
    • Life Insurance Trusts
    • Estate Settlement/Personal Representative Services
    • Bill Pay Accounts
    • Real Estate
    • Minerals, Oil & Gas
    • Court Appointed Conservatorships
    Portfolio Review

    No matter what the size or requirements of your account, the professionals in our Trust and Personal Financial Division will devote their efforts to the details of your financial affairs. We execute trust directives with care, confidentiality and objectivity. Our experienced staff is only a phone call away - we look forward to talking with you!

    Disclosure Notice

    Non-deposit products (including but not limited to stocks, bonds, mutual funds and annuities) held in CNB trust department accounts are not insured by the Federal Deposit Insurance Corporation (FDIC).  Such products are not deposits or obligations of The Carlsbad National Bank and are not guaranteed by The Carlsbad National Bank.  Such products are subject to investment risk, including the possible loss of the principal amount invested.  Deposit accounts (including but not limited to certificate of deposit, checking accounts and savings accounts) of FDIC insured institutions, which are held in CNB trust department accounts, may have limited FDIC insurance protection.  This protection is based on FDIC insurance guidelines applicable to the particular institution that established the deposit account.  These accounts are not, however, guaranteed by The Carlsbad National Bank trust department.  If you have any questions regarding FDIC insurance and your trust, please call the CNB trust department at (575) 234-2500.

      Electronic Funds Transfer Agreement

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