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Trust & Estate Services

Trust & Estate Services

Our experienced team of local trust administration professionals understands the intricacies of executing a well-developed estate plan.  Whether we are acting as Trustee or Executor, we recognize the peace of mind that attorneys, grantors and beneficiaries have when working with a professional Trustee that can balance fulfilling their fiduciary duty while providing excellent customer service.  Our team of tenured professionals hold various designations and certifications including, CPA, JD, CTFA. 

Benefits

Over 20 years of local service providing:

  • A community-based service model for trusts of all sizes
  • Administration of trusts with varying complexity, including those with unique assets
  • Full investment management services
  • Competitive fee structure

Solutions

Professional Trustee:
  • Neutral/independent third party to ensure proper administration of your legacy plans
  • Acts as Fiduciary
  • Familiar with applicable laws and regulations
  • Experience with managing complex family dynamics
  • Experience interpreting, communicating, facilitating and executing complex estate planning matters
  • Ability to manage trusts with marketable securities and unique assets or real estate
 
Experienced Asset Managers:
  • Full investment management for individuals and trusts by experienced asset managers
  • Help identify long term goals and objectives and structure the portfolio to meet those

We are here to help!

Our Trusted Advisors build strong lasting relationships so that we can provide guidance when it matters most, letting family remain family.  It’s just one of the many ways that we’re POWERED BY PEOPLE.
Contact a Trust Advisor

Not Insured by FDIC or Any Other Government Agency. Not Bank Guaranteed. Not Bank Deposits or Obligations. May Lose Value.