Trust Administration

Our allied fiduciary advisors handle your fiduciary responsibilities with the utmost discretion and integrity.

Managing a trust requires two very important skill sets - excellent fiduciary oversight and comprehensive administration.

When serving as trustee, our fiduciary advisors are highly skilled in exercising fiduciary judgment and demonstrate impartiality, fairness, and sensitivity to the needs of the beneficiaries we serve.

At the same time, the fiduciary advisors offer beneficiaries comprehensive trust management. Their services include:

Custody of assets
Maintaining detailed records of all account transactions
Issuing periodic principal and income statements and asset summaries
Maintaining tax records, including tax basis adjustments
Preparing and filing fiduciary income tax returns
Preparing and delivering tax information summaries to beneficiaries
Maintaining an inventory of trust assets and their value, and keeping detailed transaction records
Paying bills as appropriate
Promptly collecting income
Tracking dividend notices, bond calls, and maturities
Keeping record of taxable and tax-exempt income

Click below to learn more about our wealth management strategies!

Wealth Advisors
Fiduciary/Trust
Estate Settlement
Planning

Contact us at 609.895.2626 to discuss your possibilities.