Working with trust specialists, we provide investors an alternative to appointing themselves, friends or family members as trustees or successor trustees, and can therefore take care of trust needs with a high degree of impartiality. We have affiliations with Corporate Trustees that are more competitively priced than traditional institutions and will continue to work with your Financial Advisor to keep the investment plan in place as the assets move to your heirs.

Do you currently have a Trust? Are you considering the creation of a Trust? Why should you consider a Trust? Do you have a need for a corporate trustee? Why use a corporate trustee? What is a Corporate Trustee? Is there a better solution than using a Bank? These are all important questions to consider in planning for your hard earned assets to move where you want them to go in the future. We can help you with these issues.

If you are a beneficiary or co-trustee of an irrevocable trust and you are not satisfied with your corporate trustee's fees, service, and/or performance, please contact us. Irrevocable does not mean immovable! We have may have a great solution for you.