Trust and Financial Services - Account Login Return to Cape Ann Savings Bank Home Page

Phone: 978-283-7079

Mechanic Working on CarEstate Planning

Estate planning is described as creating a process in which your property, after your death, gets passed to who you want, when you want, in the manner you want, while suffering the least amount of delay and expense.

How can the Trust & Financial Services Department help me with estate planning?

Estate planning provides peace of mind for individuals and families that their financial affairs are in order. Our goal is to protect your assets, while ensuring that your wishes are carried out with minimal administrative, legal and tax expense.

Working with the attorney of your choice, the Trust & Financial Services Department can put its expertise to work for you, in the handling of estates.

How can the Trust & Financial Services Department help me with estate administration?

The Trust & Financial Services Department can assist you by taking on the responsibilities that families face following the loss of a loved one. The probate process and the mechanisms that transfer property from one person to the next, are challenging, intricate, and require attention.

The Trust & Financial Services Department has guided many families through this trying process. Let our professional experience serve you in restoring your piece of mind and protecting your family's assets.


NEW Feature - Online Banking Enhancement Pending Transactions

  • Customer's Account information will now include debit/credit card transactions that are pending on their account.
  • As depicted in the image below you will now see a pending transaction (see example below), the pending amount and a zero balance.
  • The zero balance to the right of the pending transaction will be updated once the transaction is posted, this does not mean that your balance is zero.
  • Customers can find their current balance and available balance under Account Information near the top of the page (see example below).
  • The Available balance reflects the Current balance minus the displayed pending transactions.
  • If you do not see a transaction pending that you expect, it most likely means that the transaction has not been initiated yet against the account.


        Pending Transactions