Trust & Estate Administration

A trust is a fiduciary relationship where the trustee holds title to property or assets for the benefit of the beneficiary of the trust. As trustee we become the steward of the trust’s assets. Our experienced trust officers work closely with your family to provide careful oversight and management of the trust’s assets and to ensure that your trust is administered according to your wishes and in conformity with our obligations as a fiduciary. In this role, we have expertise in administering all types of trusts, including traditional trusts, Generation-Skipping Trusts, Charitable Trusts, and Directed Trusts.

These trusts are often created to manage inherited assets or settlement proceeds for minors and incapacitated individuals. Our trust officers are experienced with the management of these accounts, as well as counseling guardians, families and beneficiaries on the delicate issues that may arise during administration.

As an executor, our team will handle the probate process with efficiency, expertise, and empathy. As an experienced team we are able to devote significant time and skill to the administration of an estate, particularly those with complex assets, complicated family dynamics or other sensitive matters.

Individuals acting as a fiduciary may need access to services to carry out their fiduciary obligations. We provide individual fiduciaries with options, carried out by experienced professionals, to assist with their fiduciary responsibilities. These customizable options may include investment management and custodial and escrow services.

Through our fiduciary services, we provide trusted stewardship, impartial guidance, and the care needed to honor intentions, protect assets, and support families across generations.