SIMPLIFY YOUR ESTATE

TEAM APPROACH

You benefit from working with a full, accessible team of estate planning professionals. Due to our strong collaborative spirit, you receive the customized attention you need from your trust officer, retirement specialist, and estate planning professional. Our team leverages its knowledge and expertise to provide you with full-service wealth planning solutions no matter the complexity of your situation.

EXPERIENCED TEAM

Administration of accounts includes safekeeping assets, controlling and monitoring discretionary distributions, recordkeeping, accounting, coordinating preparation and filing of tax returns, and bill pay. Our strength in these areas allows us to accurately carry out the wishes of the grantor, meeting all trust requirements.