Fiduciary Services
Our experienced Trust Officers provide compassionate, impartial fiduciary services tailored to your family’s needs, whether your estate is simple or highly complex.
Trusted Support for Life’s Most Important Responsibilities
Administering a trust, or serving in a fiduciary role, requires more than knowledge. It demands objectivity, compassion, and unwavering attention to detail. That’s exactly what our team delivers.
Experienced Trust Administration
We professionally manage a variety of trusts and serve as Agent under Durable Financial Powers of Attorney when needed.
Flexible Asset Management
Trust assets can be managed by our in-house Portfolio Management team or in partnership with your preferred advisor.
Depth and Compassion
Our Trust Officers bring decades of combined experience, a deep understanding of fiduciary law, and a commitment to fairness and transparency.
Dedicated to Your Legacy
We work with care, expertise, and integrity to carry out your wishes and serve your loved ones with professionalism and respect.
What Your Trustee Might Do
Act as Your . . .
Your trustee may serve in a variety of roles depending on your needs, including Trustee, Successor Trustee, Co-Trustee, Personal Representative, Power of Attorney for Finances, or Guardian/Conservator.
Take Initial Control of Trust Assets
The trustee begins by reviewing the trust agreement, identifying all assets, and meeting with the trust creator or beneficiaries to understand their needs and responsibilities.
Assume Administrative Duties
This includes transferring assets into the trust, creating a detailed inventory, setting up recordkeeping systems, and ensuring proper insurance coverage is in place.
Make Payments to Trust Beneficiaries
The trustee makes distributions according to the trust agreement, exercising discretion when appropriate and ensuring compliance with all terms.
File Necessary Tax Returns
They maintain accurate records of taxable income and asset cost basis, and provide beneficiaries with the information needed for their own tax filings.
Distribute Trust Assets
When the time comes, the trustee calculates each beneficiary’s proper share and oversees the transfer of trust assets accordingly.
Everything You Need At Your Fingertips
Choosing the Right Trustee
Selecting the right trustee is essential to protecting your legacy. Learn what qualities matter most—and how our team meets them with professionalism and care.
Charitable Giving
If your estate plan includes charitable goals, we can help structure giving strategies that align with your values and provide potential tax benefits.
Financial Planning
Fiduciary services work best when integrated into a broader financial strategy. Our planners can help ensure your trusts, assets, and legacy plans are all aligned.
Retirement Planning
Estate and fiduciary planning often go hand-in-hand with retirement strategy. We help you prepare for the future while protecting your loved ones.
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