Trust Administration

You may, at one time or another, have considered a trust for:

  • Yourself, to safeguard your financial future;
  • A child in need of long-term care or financial oversight; or
  • A parent, so he or she can age with financial peace of mind.

As our name implies, the licensed attorneys, CERTIFIED FINANCIAL PLANNER™ professionals, Certified Trust and Financial Advisors, and Certified Public Accountants of The Trust Company stand ready to help.

We’ll begin with conversations about your situation:

  • Financial status;
  • Retirement arrangements;
  • Estate and tax plans;
  • Investment portfolios; and
  • Other pertinent factors.

Once you become a client, we can handle many day-to-day matters:

  • Trust account administration
  • Investment management, including security purchases and sales
  • Comprehensive estate and trust settlement services
  • Cash management
  • Monthly or periodic distributions
  • Bill payment services
  • Accountings to probate court
  • Preparation of tax documents

If you’ve been thinking about whether a trust could be appropriate for you or a loved one, please give us a call or send us an email. We’ll be happy to sit down and talk.