When our clients are searching for a trust company to help with fiduciary trust administration and management, we connect them with trust companies to provide these services. Services we utilize include:
- Needing a trustee for present day administration of trust assets
- Naming a trust company to be trustee or successor trustee when the need arises due to death or disability
- Income and principal distribution
- Accounting and recordkeeping
We consider our professional partners trusted sources and safe resources for our clients. We frequently encounter a client new to the area or in a unique situation where they need a professional referral. As your professional partner we happily send clients to you who will benefit from your expertise.
Please contact us if you would like to explore a professional partnership.