In addition to our trust administration services, we offer a comprehensive program for individual, professional, and corporate trustees on a flat-fee basis to enable them to manage risk and competently perform their duties as trustees. Our services include:

• Thorough trust analysis;
• Record keeping;
• Distributions to beneficiaries;
• Taxation advice;
• Prudent investor guidance;
• Beneficiary communications and notices; and
• Fiduciary accountings.