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Personal Trustee Services

You may also appoint us to act as trustee or co-trustee for a variety of trusts, including: revocable living trusts, irrevocable testamentary trusts, charitable remainder trusts, and irrevocable life insurance trusts. 

We Can Manage the Details of Your Trusts and Partnerships Through the Following Services:

Trust Oversight

We ensure that any trust activity is in accordance with the terms of your trust.  We also manage the trust assets and oversee any legal matters related to the trust.

Distribution Policy Management

We manage trust distributions and ensure that they are made in accordance with the terms of your trust.

Beneficiary Relations

We can manage all communications with your beneficiaries, answering their questions and enable conversations among beneficiaries as needed.