PERSONAL TRUST ACCOUNTS

Services are provided to revocable, irrevocable, perpetual care pre-need trusts, charitable and testamentary trusts. We can free you from many of the time-consuming activities associated with the handling of your securities.

As a part of our services, we provide periodic statements detailing asset holdings and transaction summaries, income collection, purchases and sales of assets, distributions, investment reviews, payment of bills and monthly expenses, coordinating tax returns with accountants, budgeting and management of assets.