Trustee Services
Trustee services involve the management and administration of assets held in a trust. A trustee is a person or institution appointed to oversee the trust, ensuring that the assets are managed according to the terms set by the grantor or settlor. This includes making investment decisions, distributing income or principal to beneficiaries, and maintaining accurate records.
These services are essential for individuals who want to ensure their assets are handled responsibly after their passing. Trustee services can help minimize taxes, protect assets from creditors, and provide for beneficiaries in a structured manner, ensuring that the grantor's wishes are fulfilled.