Our estate and trust settlement services help to ease administration at death for your loves ones. We counsel, settle, and administer the plan with the family according to your wishes.
We believe families should have an option in selecting a professional Trustee to help administer and protect inheritances beyond just a big bank with little personal interactions. Our office helps you and your family maintain control and provides the greatest amount of flexibility in administering the trust.
We Serve As:
Trustee – Hired by the family directly, by the trust protector, by a resigning trustee, or by the trustee of the intermediary administrative trust.
How We Work
What We Do
Our services are designed to help you and your family achieve a smooth transition and increase your confidence that your documents will be carried out as intended.
No Conflicts Of Interest
Some corporate trustees are in the business of money and investment management. Some charge trust clients retail prices for ancillary financial services, in effect making profits on both sides of every transaction.
Our compensation comes solely from serving as trustee. No commissions, no kickbacks, no incentives to make or not make distributions. We focus on what the trust document says and what your family needs. Period.