Christine Hause invites you to a series of free webinars to answer your questions about estate planning from a Trust Officer's perspective.
For a complete list of upcoming webinars or to register, please click here.
 
Trust Administration

Plan for tomorrow together.

Preparing for the future requires forethought, making long-term decisions today, and trusting someone to carry them out for you. Our trust administration experts can help.

Trust Administration Services include:

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Grantor Retained Trusts
  • IRA and Roth IRA Management
  • Public or Private Foundation Management
  • Guardianship Management

 

 

Through Our Premium Trust Attention, We’ll:

  • Coordinate estimated tax payments working with your tax accountant or preparer
  • Process bills (unlimited) and medical claims
  • Facilitate caregiver services, including transportation
  • Manage your checkbook and any real estate held in trust
  • Arrange home repairs and capital improvements
  • Organize medical and prescription services
  • Make personal visits
Papers

Trust Administration Services Product Sheet

Download Here