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Trust Services

Customized advice to simplify the management of your trusts and estate plan

Managing trusts and estate plans can be complex, confusing and emotional. Our team helps simplify the management of your trusts and estate plan by providing clarity on legal implications, acting as trustees and fiduciaries to provide advice that’s always in your best interests, shouldering administrative duties, and coordinating with your financial advisors, planners, lawyers and accountants.

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Some of the services we provide are:

  • Aligning your investment program with your estate to help ensure your investment goals are considered.
  • Estimating tax payments accurately and making them on time.
  • Ensuring Required Minimum Distributions are easy by calculating the RMD, working with your accountant to withhold the appropriate amount for taxes, and depositing the net proceeds directly into your bank account.
  • Providing individual recurring bill pay services to put you at ease knowing your bills are being paid accurately and on time.
  • Acting as a personal representative for your estate by creating an inventory of assets, resolution of tax issues and settlement of the estate.
  • Providing custody services for the legal safekeeping and recordkeeping of your assets, as well as tracking inflows and outflows of those assets.
  • Reviewing your existing estate plans and discussing options and solutions to meet your goals.
  • Establishing the appropriate trust and acting as your trustee.