How We Help
As the trustee, we follow your directions or use the discretion you provide to make distributions of income and principal to your beneficiaries; oversee trust accounting, legal and tax services; and work collaboratively with the investment advisor of your choice.
Types of Trusts We Serve
we represent
Trusts funded with all types of assets including marketable securities, real estate, businesses and tangible personal property.
we represent a variety of trusts:
Revocable (Living) Trust
Irrevocable Trust
Charitable Trust
Testamentary Trust
Guardian of the Estate
Private Foundation
Special Needs Trust
Court Appointed Trustee
ROLES WE PLAY:
We accept appointment as sole trustee, co-trustee or successor trustee.
How We Start
We begin with a Discovery Process to identify your personal and financial values, goals and relationships, as well as the interpretation you want given to your estate planning documents. It is helpful, but not essential, to begin the Discovery Process early in the development or update of your estate planning documents.
Next, we present you with an Action Plan that defines our role as trustee to ensure it is aligned with your wishes and get started on executing your plan.
Throughout the year we meet with you to update your Action Plan to address any new developments or concerns.