Trust Services
We offer local, highly personalized fiduciary services that give you control and peace of mind.
We act as trustee or co-trustee for a variety of trusts, including:
- revocable, living or inter-vivos trusts
- testamentary and irrevocable trusts
- marital and family trusts
- generation skipping trusts
- charitable trusts and foundations
We work with you and your advisors to develop appropriate investment objectives to support the
purpose of the trust and provide detailed reporting to all beneficiaries. Our focus is to ensure
your wishes are met now and in the future. Our trust services include full custody of and detailed
accounting for all assets.
For information specific to your situation or to learn more about our services, please
e-mail us or call 720.264.5536.
