Trust Services

When planning for the future, our trust services can ensure that your loved ones have fewer worries.

Estate Planning

We work closely with you to understand your legacy wishes and ensure your plan is execute for your heirs and beneficiaries. Our services include:

• Reviews of your will, power of attorney, medical directive and trust
• Creation of appropriate trusts
• Philanthropic planning
• Proper titling of assets
• Business succession planning

Trust Administration

We can serve as sole or co-trustee, or as agent for the trustee. We also serve as directed or administrative trustee, which excludes investment management. 

Some of the different types of trusts we manage are:

• Special needs trusts
• Trusts for the benefit of loved ones
• Charitable trusts
• Life insurance trusts
• Intentionally defective grantor trusts

Listed are some of the many services we provide in our role:

• Provide professional investment management, including unique asset management
• Provide professional trust administration
• Report to court officials as required
• Pay beneficiaries bills
• Support beneficiaries using the trust document as our guide
• Coordinate fiduciary tax returns

Charitable Trust Administration

In our role as trustee, co-trustee or agent for trustee, we manage various charitable trusts, including: 

• Charitable lead trusts
• Charitable remainder trusts
• Foundation trusts
• Endowments

Estate Settlement

We can serve in various roles for you and your family, as executor or co-executor, or agent for your named executor. We take on multiple responsibilities to ease the burden on your loved ones, including:

Working with the court and commissioner of account as required

• Communicating with heirs and beneficiaries
• Securing property and gathering assets
• Distributing assets as instructed in estate plan
• Closing accounts, notifying creditors and forwarding mail
• Coordinating the required fiduciary tax returns
• Funding trusts
• Successfully seeing the estate administration through to the closing of the estate

Unique Asset Management

There are many trusts which own unique assets. We can help manage these assets. They include:

• Real estate
• Rental
• Where beneficiaries live
• Limited liability entities
• Operating agreements
• Other unusual and hard-to-value assets