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.