![](https://www.exchangebank.com/uploads/images/_1000x1000_crop_center-center_none/emily-debbie.jpg)
Emily Menjou, CTFA - Personal Trust Fiduciary Manager
Debbie Campas, CTFA - Personal Trust Officer
![](https://www.exchangebank.com/uploads/images/_980x620_crop_center-center_none/emily-debbie.jpg)
Emily Menjou, CTFA - Personal Trust Fiduciary Manager
Debbie Campas, CTFA - Personal Trust Officer
Trust & Investment
Local Trust Administration
Here to help.
A combination of expertise and care.
Our trust officers have a strong technical understanding of estate planning and tax laws, combined with a caring and compassionate nature—a unique blend of characteristics that result in superior trust administration.
When named trustee, Exchange Bank administers trusts established for a wide variety of reasons, such as providing benefits for a surviving spouse and managing assets for children and grandchildren.
- Provide benefits for surviving spouses
- Manage assets for children or grandchildren who are too young to receive a large inheritance
- Protect adult children who engage in self-destructive behaviors
- Provide for individuals with special needs who may lose government assistance if they receive an inheritance
- Ensure that non-profit organizations are funded for years into the future
"Having grown up in Santa Rosa, I am deeply committed to serving clients' needs in my local community. I strive to form connections, solve problems, and help clients achieve financial success."
Emily Menjou, VP, Personal Trust Fiduciary Manager
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Bundle with investment management.
By combining trust administration with investment management, our trustee services are often more cost-effective than those which take an unbundled approach.
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