Phone: (978) 458-7999

Funeral Trust Management

Summary

NO FEES and HIGH YIELD SAVINGS ACCOUNTS

Services you need to grow your business.

All the aggravation associated with finding pre-need accounts is taken care of for you when you count on Washington Savings Bank to be your business partner. All new state regulations are abided by and all appropriate paperwork will be sent to you and your clients.

Simple Easy Program

WSB provides you with professional and individualized forms for your business that can be quickly completed. We even have an easy checklist to follow so your staff can get it right every time. Plus we're just a phone call away, should any questions arise.

You will receive a monthly statement of all your pre-need trusts placed with the bank and you may also view all of your pre-need accounts online though our convenient Online Banking service free of charge.

Timely Payments of Claims

When it's time to submit a claim, your work consists of one fax per client. Claims are paid within 24 hours of receipt and reflected on your next monthly statement.

• Simple easy program
• Massachusetts Based Bank, as required by law
• All deposits insured in full
• Timely payment of claims
• Free Internet Banking to access client accounts and transfer funds
• All trust forms provided
• Preparation and filing of all tax forms
• Keep current banking relationship and use our free Internet
• Easily transfer existing pre-needs accounts

Rates

Balance........................... APY*

$10.00 - $999.99.............. 0.995%

$1,000.00 - $2,499.99...... 1.240%

$2,500.00 - $4,999.99...... 1.500%

$5,000.00 and above........ 1.750%

*APY = Annual Percentage Yield

Subject to change without notice

Washington Savings Bank, Member DIF, Member FDIC, Equal Housing Lender