Chances are really good that by the time you come to us, your team is already in place. We are usually the last person you will select. Our role is to take the trust that you created with your team and manage the details that you already established. It becomes our responsibility to ensure that the directives of your trust are followed and that your trust is protected. We also invest a good deal of time ensuring that your beneficiary(s) understand all the ramifications of distributions, accounting, taxes and other issues like basic financial advice.

Along with your team, our role is to manage the details of your trust which can include the following: