Our Pros will provide professional oversight and perform the duties necessary to manage the assets you leave within your trust.
- Daily Management
- Professional Record Keeping
- Investment Management
- Beneficiary Communication
- Tax Preparation
Our Pros will perform the duties necessary to administer and finalize your estate. We will work to provide for the proper distribution of your assets based on the direction you provide in your will. Our excellent staff will complete many duties to help with your Estate.
- Probating the Will
- Pay Debts of the Estate
- Manage the Estate
- Finalize all Tax Matters
- Distribute Assets
ESTATE PLAN CONSULTING
Our Pros will help you complete the necessary groundwork to help you build an Estate plan. The Estate plan will provide you the best alternatives to distribute your assets while considering the most advantageous tax implications for your heirs and yourself. (Drafting of Professional documents must be performed.)
Our Pros perform the duties to care for and manage the affairs of the person or the estate. These duties are available for minors and disabled adults.
CUSTODIAL – BILL PAY SERVICES
Our Pros will work with you to set up and manage an account to help your financial affairs. We will custody assets and pay bills as you direct.
A Land Trust is a simple method of handing off ownership of a real estate title that is recorded by a trustee, but the rights and convenience of ownership are exercised by the beneficial owner.
Irrevocable Life Insurance Trust — We provide services as trustee to hold a Life Insurance policy purchased by the trust. The insured is usually the one implementing the trust. The method and use of Life Insurance is to avoid ownership of the policy by the trust creator or grantor and to transfer wealth out of an estate.
Not all Trust Services are FDIC insured, may not be guaranteed by the bank, and may lose value depending on type of asset.