Personal Trust Clients
Our trustee services will be of great benefit to you and your trust if you fit into one of these three categories:
The Unhappy Beneficiary:
You are a beneficiary of a trust created by a family or generous friend and you are unhappy with the trustee services you are currently receiving.
The Overwhelmed Trustee:
You are currently serving as trustee, possibly for free, and feel overwhelmed by the complexity of the work or the fiduciary liabilities, the amount of time that you need to spend. Also, you may be challenged with the difficult situations that this job has put you in with family or friends. You may also be the Trustor and feel overwhelmed by the duties and desire to pass on or share these responsibilities.
You are the Trustor of a trust that is probably also serving as the trustee but are looking for a successor trustee to step in after you have departed or when you are older or incapacitated.
We believe we can serve as trustee of your estate better than anyone else because we understand the legal and tax ramifications of your trust agreement and because we care about your beneficiaries.
Our services our unique because we are:
No conflicts of interest. We are not affiliated with any other financial institution, mutual fund, bank, brokerage, etc. and do not sell any proprietary investments. This also means we do not receive any commissions or incentives, only our trustee fee.
We understand that every trust estate has a unique situation and we work diligently to adapt our services to best fit the trust estate and the beneficiaries.
You talk directly with attorneys and accountants that can explain and interpret your trust agreement, trust distributions and tax rules associated with your trust.
Since you interact directly with attorneys, your trust officer can make decisions regarding trust distributions so you don’t have to wait for a legal committee to meet and decide.
As an independent trust company, we can partner with your financial advisor where we serve as trustee and your advisor manages the trust assets. Together, we combine our services and knowledge to serve the trust estate and also create a system with checks and balances free of conflicts of interest.
Since we are completely independent, there are no proprietary funds held by the trust. Our only goal pertaining to the investments is to maximize growth while maintaining the appropriate asset allocation and risk exposure.
We understand that we must earn your trust to serve as the trustee of your trust estate. We feel confident we will do so. Please do not hesitate to call or make an appointment to come visit with us.