Step-by-step guidance and built-in stress relief

Planning and protecting your financial legacy? We will help you plan for the future and protect the assets you’ve worked so hard to build. The right services, professionals, and personal care are here. We make sure you have peace of mind during the process so you can relax and feel confident.

Trust administration

A trust is a legal structure established to transfer assets to beneficiaries (often your spouse, children, grandchildren, or a charity). In fact, establishing your trust may be the most important financial legacy you ever create. To establish a trust, you provide instructions in an agreement prepared by an attorney. Trusts outline exactly when and how you want to distribute your assets. Whether you have children from a previous marriage, a special-needs child to support, properties in multiple states, or many other reasons, a trust may be right for you. We provide the personalized service you deserve.

What we do for you as a fiduciary


We will enforce the terms of the trust based on your intent.


We understand and apply the applicable laws and comply with strict standards.


We are impartial to all beneficiaries to ensure a smooth transfer.


We administer your personalized plan in a professional manner.

Estate settlement services

The administrative process resolving someone’s financial affairs after they have passed away can be difficult for a family member or friend to handle. The personal and legal responsibilities involved in estate settlement, especially when struggling with the loss of a loved one, are challenging. Our experienced estate settlement team will take care of the complex and cumbersome details surrounding your estate settlement. From providing settlement documentation to coordinating with accountants, appraisers, real estate agents, and insurance companies, we'll be there to guide and support you.

What we do for you


We ensure assets are protected and invested effectively.


We handle payment of estate expenses and meet with beneficiaries.

Manage taxes

We prepare and file tax returns so you can focus on what matters.


We distribute assets to beneficiaries properly and efficiently.

Want to learn more? We’re here to help.

Estate planning

You might not know it, but estate planning really is for everyone. If you have assets, dependents, or want to make sure your loved ones are cared for as they age, some form of estate planning can help you make sure these needs are met.

Wealth transfer

Are you prepared for the “Great Wealth Transfer”? If you haven’t heard of it, you’re not alone. Experts predict the largest generational wealth transfer in U.S. history is expected to happen over the next 25 years.1

Trust vs. will: what is right for me?

Wills and trusts both have benefits in securing your financial legacy. What is right for you depends on the types of assets you have and how you want to transfer them.


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