Estate Administration & Guardianship
The Trust Department, acting as executor or administrator, performs duties prescribed by the probate process – including preservation and management of assets, payment of expenses, preparation of tax returns, and making distributions per will or statute – in a timely and professional manner. Read more
Trust Administration
Trusts can provide protection of an individual’s assets during their lifetime or in the event of a disability and can be structured to ensure the support and security of a decedent’s family, usually with significant tax savings. Read more
Investment Management
The Trust Department provides investment advisory and management services to meet the needs of individuals and families as well as charitable, not-for-profit organizations, foundations, and other entities. Read more