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Estate and Trust Services

We realized long ago the importance of estate planning in our clients overall financial well-being. While we are not estate planning attorneys, we closely collaborate with these professionals to make sure our clients’ needs are covered. Our goal is simple, we want to be sure your estate matters are organized and your wishes followed to your specifications. We have partnered with the best estate attorneys in the area and make sure they focus exclusively on this topic.

Since we are intimately involved in all aspects of our clients financial needs, we bring the estate planning attorney to our office and help to quarterback the meeting. We work alongside our estate planning attorneys to identify the best solution for you, whether it be a simple will or a trust. We also tackle the subjects of living wills, medical directives, end of life wishes and HIPPA release forms. We help clients who have not developed an estate plan and also review existing plans if needed.

We offer corporate trust services through The Private Trust Company, N.A. One of the most difficult decisions a client can make is who to appoint as successor trustee should something happen to them. While many clients automatically choose a relative to handle these duties, it is important to understand what that entails. Having a corporate trustee removes any conflict of interest while maintaining the integrity of your wishes.