Trust Administration

The Highest Standard in Trust Administration

With experience averaging more than 20 years, Fiduciary Trust’s highly skilled trust and estate attorneys honor our clients through their diligent execution of trustee and executor responsibilities. The pride we take in trust administration is evidenced by relationships with families and institutions spanning generations.

Trustee Services You Can Rely On

Closely follow your directives in managing your estate’s day-to-day responsibilities
May serve as executor to oversee sales and distribution of assets
Prepare tax documents and provide detailed final accounting

Is Your Financial Advisor a Fiduciary?

What it means, and why it matters

The Highest Standard in Trust Administration

Trustee Services You Can Rely On

Closely follow your directives in managing your estate’s day-to-day responsibilities
May serve as executor to oversee sales and distribution of assets
Prepare tax documents and provide detailed final accounting

Is Your Financial Advisor a Fiduciary?

What it means, and why it matters

A Professional Trustee to Carry out Your Wishes

Under the oversight of our Trust Counsel, our trust officers and administrators manage the day-to-day responsibilities related to your trust to help ensure the directives laid out in your trust documents are closely followed. We are skilled in managing the personal relationships and family dynamics that often come into play.

Objectivity in Decision Making

We make major decisions with respect to discretionary distributions impartially and without bias. Our approach is grounded in both a professional understanding of trust provisions as well as the personal understanding we gain about you, your family and your family’s intentions.

Open Communication

Being readily available to you and your family is one of our highest priorities. Our trust officers and portfolio managers are directly available to you anytime.

Be Fair to Your Heirs

When parents consider how to pass assets to their children, the question of how to divide wealth among the children fairly often arises.

A Professional Trustee to Carry out Your Wishes

Objectivity in Decision Making

Open Communication

Being readily available to you and your family is one of our highest priorities. Our trust officers and portfolio managers are directly available to you anytime.

Be Fair to Your Heirs

When parents consider how to pass assets to their children, the question of how to divide wealth among the children fairly often arises.

The Highest Fiduciary Standard

We abide by all legal and regulatory requirements of a trustee, and are also well-versed in handling the intricacies and delicate nature of this role.

Regulatory Oversight and Compliance

As trustee, any liability related to performing trustee duties are assumed by us, protecting you from any potential personal liability.

Detailed Reporting

We provide comprehensive reporting and follow income and principal accounting methods required for accurate trust reporting, saving you time and additional expenses.

The Benefits and Shortcomings of Revocable Trusts

Creating a revocable trust is probably the best way to ensure that your property remains available to be used for your benefit. It can also provide flexibility, avoidance of probate and continuity of management.