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A trust permits an individual to carry out personal and financial objectives while providing 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 management and a full accounting of all transactions. We offer:
We will work with an individual to design a portfolio to fit their specific needs and objectives. Our duties will be determined by the type of account chosen.
Choosing a qualified executor is essential to the timely and efficient administration of an estate. Our estate settlement services include acting as: