Trust and Estate Services
Trust Services
A trust permits an individual to carry out personal and financial objectives while provideing protection for themselves and their family. The trust agreement sets forth the wishes of the individual, and it is the trustee's responsibility to carry out those wishes. As a trustee, we will provide impartial advice and counseling for beneficiaries, investment management of the trust assets, continuity of the management and full accounting of all transactions. We offer:
- Living Trusts
- Testamentary Trusts (Trusts Under Will)
- Life Insurance Trusts
- Special Needs/Situations (Guardianships, Charitable)
- Agent for Trustee
Estate Settlement Services
Choosing a qualified executor or Administrator is essential to the timely and efficient administration of an estate. Our estate settlement services include acting as:
- Executor or Administrator
- Agent for Executor
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