Corporate Trustee Services
When should you consider a Corporate Trustee?
Of all the issues our clients face, none is more important than the matter of transferring wealth to future generations. The solution to this often involves the thoughtful use of trusts.
If you have a trust, or are considering establishing one, the choice of a trustee
is highly important. Trustees must have the skills to handle the technical matters
that arise, including taxation and asset management. They also need to be able
to serve the lifespan of the trust, which could span generations. Furthermore,
these actions must be done according to the specific document provisions and
laws governing your trust. Assuming the role of trustee or hiring a corporate
trustee should not be done lightly.
If you are seeking professional fiduciary expertise, want to avoid personal
conflicts within your family or among beneficiaries and want to ensure
continuity of oversight for the life of your trust, consider appointing
Family Fiduciary Services, Inc. as your Corporate Trustee. We can also
serve as Co-Trustee to ensure appropriate trust administration and management.
In situations where you are named the Initial Trustee, Family Fiduciary
Services, Inc. has the capability to be named Successor Trustee to step
in as the need arises. Lastly, we can also serve as a Personal Representative
for your estate. This includes systematic inventorying and marshalling
of assets as required by the Probate Court and transferring them to your
beneficiaries.
