Trust and Estate Administration

Choosing a trustee is an important personal decision. Our Trust Management team can offer professional knowledge and expertise as impartial investment and trust administration advisors. You will know your wealth is being managed according to your wishes, with as much or as little involvement as you like in the day-to-day activities.

With Trust Administration Services, we can help you:

• Plan for your future.
• Provide for your family.
• Distribute your assets according to your expressed wishes.
• Minimize potential income and estate taxation.

We also can relieve the burden of complex executorship duties from family members, and provide impartial, experienced assistance to avoid errors and delays in settling your estate.

With Estate Administration Services, we can coordinate the estate settlement process by:

• Executing the specific instructions of your will.
• Collecting income and dividends—such as those from estate assets.
• Maintaining records.
• Coordinating payment of your final debts and expenses.
• Managing assets through probate, as needed.
• Filing of all applicable estate and personal tax returns.