Most often, people choose estate trustees from within trusted friends and family. The benefits of professional trustee services include objectivity, continuity, and access to expert advice. A Trustee is a fiduciary who is tasked with managing assets placed in a trust. A trustee’s fiduciary responsibility involves the highest standard of care and duty of loyalty to act prudently and in the best interest of fiduciaries. We understand our role as trustees and adhere to the terms of the trust document. As trustees, our duties include but are not limited to:
  • Properly account for principal and income.
  • Provide mandatory and discretionary distributions to beneficiaries
  • Coordinate with investment managers and other professionals.