If you are called upon to administer the trust of a loved one as a successor trustee (loosely referred to as “trustee”), we are here to help.
We will help you get started with our Road Map to Trust Administration, which provides step-by-step approach to trust administration.
Use us for trust administration only when you need us or use our comprehensive support. Whatever you do, our trust administration process is designed to be thorough but easy and cost effective.
Importantly, you can be assured that with our Road Map to Trust Administration you are doing everything that you are required to do as successor trustee.