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Trust Solutions for You

BRINGING CLARITY TO YOUR FINANCIAL LIFE

Life moves quickly and not always in the ways you expect. Keeping track of your finances, especially when you have unique or complex assets, can become overwhelming.

The same is true when you’re preparing for your family’s future. You want to make sure every detail is covered, but it can be difficult to know where to begin.

To bring everything together for you, your trust officer works closely with our in-house CPAs, wealth advisors, tax strategists and specialized consultants.

This integrated approach lessens the burden of coordinating with multiple advisors. Every decision considers not only your trust but also your tax, wealth management and estate planning strategies. Your plan is supported by specialists who understand how the pieces fit together.

You can move forward with confidence knowing this: you have a trust solution that aligns with the legacy you want to build.

How we support you

Financial Power of Attorney

Let us help you devote your time to what really matters. As your financial power of attorney, we can manage day-to-day financial matters such as:

Bill pay
Bookkeeping
Balancing checkbooks
Property oversight
Financial organization

Trustee Services

Whether you’re looking to set up a revocable living trust or secure trust administration, we can provide ongoing management.

Successor Trustee Services

It’s prudent to prepare for when the time comes. To help you support your family when you can’t or are no longer able, we can serve as your corporate successor trustee. This shields your family members from the burden of serving as a trustee and allows them to focus on what’s most important: supporting one another.

Co-Trustee Services

Serving as a trustee can be overwhelming for family members. Naming us as a co-trustee can allow a family member to be involved without having to manage the more complicated administrative tasks.

Roadmap & Life Transition Support

Clients look to us for help navigating life-changing transitions such as: