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.