Providing Trust Services for Generations.
We offer a wide variety of services and are experienced in handling complex accounts. We can assist you with the following services:
- Executor or Administrator
- As agent for individual executors or administrators
- Trustee of many types of revocable and irrevocable trusts
- As agent for trustees
Guardianships / Conservatorships
- As guardians or conservators of estates and individuals
Agency relationships of many types
- As power of attorney with regard to financial and business matters
1031 Exchanges-qualified intermediary
Estate Planning Services
- Do you have a will?
- Do you need a trust?
- Have you done adequate estate planning?
- Are your documents and plans up to date?
Does your estate plan:
- Include an up to date will or trust?
- Name a guardian for your minor children?
- Name an executor/trustee you are confident will be available and able to carry out your wishes?
For more information, please contact us or call our Trust Department at 765-676-4532.