Trust Services

Choosing a trustee is one of the most important decisions you will make for your loved ones. While many think a family member or friend would be an excellent trustee, people often find that this is not the best option. This important designation should be seen as a business decision, not an emotional one. Understanding the role and responsibilities of a trustee can help you make the best choice.

Trustee Services Include:

• Highly personalized generational service
• Overseeing the trust with prudence, impartiality, and concern for the financial well-being of present and future beneficiaries
• Following the terms of the trust as intended
• Providing reports
• Managing the assets
• Making fiduciary investment decisions
• Maintaining detailed records of all receipts and disbursements
• Filing necessary tax returns
• Staying current with tax laws
• Exercising impartial, reasoned judgments regarding financial matters
• Distributing assets

Jonathan offers clients quality, professional service, and the peace of mind knowing they have selected an experienced and enduring trustee.