Trust Administration

With Trust Administration, we work to ensure that the directives of the creator of the trust are fulfilled. We take responsible actions to benefit the creator of the trust as well as the beneficiaries of the trust. It is our goal to transfer the assets from the grantor to the beneficiary or beneficiaries in the most efficient and ethical manner.

  • Follow the trust or will instructions
  • Take care of assets for the benefit of the beneficiaries
  • Assess the value of the assets
  • Pay final federal and state taxes
  • Make prudent investments and financial decisions
  • Distribute assets
  • Provide for disabled adults' special needs and experiences