Riverview Trust Services

with a Goal of Providing Peace of Mind

Power of Attorney Relationships

Protect and Preserve

Personal Trusts & Investments

Guidance For Your Future

Who We Are

At Riverview Bank Trust Services, we are committed to finding solutions that make your present and future goals attainable. We take a comprehensive consultative approach, allowing our Trust Officers to have a deep understanding of your individual and unique financial needs and situation. Our promise to you is to create a thoughtful plan backed with a confident commitment to retain your wealth and preserve your legacy as you wish.

View Your Trust Portfolio
with Portfolio Account Link (PAL)

Our Services

Personal Trust & Investment Management Accounts

Riverview Bank Trust Services will manage investments to a strategy selected by each client to meet specific needs, including estate planning. Clients who choose these services generally wish to be relieved of the day-to-day responsibility of record-keeping, investing, and tracking costs basis. In addition, we are also able to pay bills as the client may direct.

Our Relationship Commitment:

  • Experienced, bonded professional administrators ready and willing to meet at the client's convenience
  • Individual or Joint Account options
  • Trust quality investments for managed account relationships
  • Can be revised anytime there is a change in circumstances
  • May include special provisions in the event of incapacity or death
  • Reasonable rates of compensation

Estate Settlement Services

Riverview Bank Trust Services can serve as an estate Executor or Administrator. Executors and Administrators also may hire us as their Agents, taking advantage of our expertise in handling a deceased individual's affairs. We gather and value estate assets, prepare and file necessary legal documents, inheritance tax returns, and income tax returns in a timely fashion, furnishing statements to the heirs. We also work to settle debts, claims, and taxes quickly and efficiently to assure timely distribution and conclusion to the estate.

Our Relationship Commitment:

  • Experienced, bonded professional administrators ready and willing to meet at the client's convenience
  • Faithful adherence to Will with equal attention and treatment for all beneficiaries
  • On-site involvement with real and personal property liquidation and distribution
  • Investment possibilities for beneficiaries
  • Reasonable rates of compensation

Power of Attorney Relationships

Power of Attorney relationships are ideal for individuals who desire or require assistance in managing their daily affairs. The relationship offers ease and peace of mind when naming the bank as an agent under a Power of Attorney. Once engaged, Riverview Bank Trust Services oversees the legal, financial, and income tax matters plus family and personal affairs, working entirely in the interest of the client. We also furnish regular accountings of all activities in keeping with Pennsylvania law governing Powers of Attorney.

Our Relationship Commitment:

  • Experienced, bonded professional administrators ready and willing to meet at the client's convenience
  • Special services available for downsizing, sale, or distribution of personal property, relocation, real estate matters, and estate planning
  • Trust quality investments suited to the age and needs of the client
  • Neutral dealings with parties of interest
  • Routine personal contact with the client and other designated parties
  • Reasonable rates of compensation

Guardian & Special Needs Trusts

Guardianships & Special Needs Trusts offer custom-tailored services for individuals who are incapacitated as a result of health problems or aging. Riverview Bank Trust Services works along with the Courts and Health Care Providers, and other public agencies to manage the assets, expenses, and sometimes the beneficiary's legal interests. With our relationship, we regularly furnish accountings to all interested parties.

Our Relationship Commitment:

  • Experienced, bonded professional administrators ready and willing to meet at the client's convenience
  • Protection from elder fraud and abuse
  • Special services available for downsizing, sale, or distribution of personal property, relocation, real estate matters, and estate planning
  • Trust quality investments suited to the age and needs of the client
  • Neutral dealings with parties of interest
  • Routine personal contact with the client and other designated parties
  • Reasonable rates of compensation

IRA Investment Accounts

The usual function of Trust IRA accounts is to receive and manage rollover distributions from 401(k) or other retirement plans. This account allows for greater diversity in investment choices. In addition to investment services, Riverview Bank Trust Services handles IRA reporting and calculates any required minimum distribution figures for each account.

Our Relationship Commitment:

  • Experienced, bonded professional administrators ready and willing to meet at the client's convenience
  • Regular and Roth options
  • Trust quality investments suited to the age and needs of the beneficiary in managed accounts
  • Routine personal contact with the client to review retirement needs
  • Reasonable rates of compensation

Other Fidicuary Accounts

  • Charitable Trusts
  • Irrevocable Trusts, and other Estate Planning vehicles
  • Corporate Investment Accounts and other fiduciary services for business
  • Directed/Custodial Arrangements
  • Gas Leasing Agency
  • Estate Planning

Not a Bank Deposit, Not FDIC Insured, Not Insured by any Federal Government Agency, Not Guaranteed by the Bank, May Lose Value.

Our Team Of Professionals

Creating a trust, and appointing a reputable trustee, gives you the confidence that your assets will be distributed the way you want. We have decades of experience that we will put to work to provide you, our customer, confidence and peace of mind.

Christine A. Zanis
SVP, Director of Trust Services

2638 Woodglen Road
Pottsville, PA 17901
(570) 366-5300

George M. Weidlein
Vice President & Trust Officer

11 North Second Street
P.O. Box 171
Clearfield, PA 16830
(814) 765-7682

Vicki J. Myers
Vice President & Trust Officer

11 North Second Street
P.O. Box 171
Clearfield, PA 16830
(814) 765-7682

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