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.