Trust services
Trust services are a core business at the Trust Company. The
Trust Company acts as trustee or co-trustee, or as an agent
for trustee, to assure reliable trust administration. Fiduciary
services include:
- Investment Management
- Custody of trust assets
- Detailed reporting to beneficiaries and
co-trustees
- Prepare trust tax returns
Click here to view our Trust Services Fee Schedule
Estate Administration Services
In serving as executor or personal representative,
or as agent for either, The Trust Company provides the following
services:
- Collect and secure estate assets
- Appraise estate assets
- Notify creditors and pay debts
- Collect monies owed the estate
- Manage estate assets (real
estate, securities, family-owned business)
- Keep detailed records
of all transactions
- Submit records to beneficiaries and probate court
- Choose tax year for the estate
- Complete and file income and estate tax returns
Click here to view our Estate Administration
Services Fee Schedule |
