We can serve as Sole Trustee, Co-trustee, or Successor trustee to assist you in managing your trust. In this role, we can assist you while you are still living as Sole Trustee or Co-trustee or upon the time of your passing as Successor trustee. We can serve in this role until an estate is settled or in perpetuity to pass your assets over many years to beneficiaries or charities. Sole Trustee The Trust Company assumes all investment, administrative, and fiduciary responsibilities of managing your trust according to the terms defined in your trust document. Co-trustee The Trust Company acts as a co-trustee with you or the individual(s) you designate. As a co-trustee, we assume full investment management and administrative responsibilities for the trust but may share discretionary disbursement decision-making with the co-trustee(s) according to the trust provisions. Successor Trustee The Trust Company steps in once you or the individual you name as sole trustee or co-trustee is no longer willing or able to serve.