Trust Administration

The effectiveness of a trust relates directly to the trustee's administrative expertise and investment performance. Our experience in managing trust is both long and varied. Our duties include, but not limited to:

  • Investing trust assets
  • Distributing income and/or principal
  • Making tax decisions for the trust and filing appropriate tax returns
  • Keeping records of all transactions
  • Preparing statements of accounts
  • Assisting beneficiaries with advice on day-to-day financial matters
  • Providing an explanation of the trust's operations