Our role includes:
- Fiduciary (legal) responsibility over trust assets on behalf of beneficiaries (spouse, children, grandchildren, charity etc.)
- Inventory and securing assets that comprise the trust, insuring assets as needed.
- Managing trust assets in accordance with your wishes, as outlined in the Trust.
- Reviewing and evaluating performance of 3rd party professionals, such as investment managers.
- Paying bills and expenses related to the trust.
- Distributing income or capital to trust beneficiaries.
- Filing trust income tax returns.
- Regular reporting on the trust to beneficiaries.