Trust Services

General Trust Services

• Collect, distribute, or accumulate income
  
• Pay bills and file insurance claims
  
• Handle trust investments
  
• Oversee fiduciary tax returns and advise Grantor or Beneficiaries of income
  
• Periodically report on asset valuations and trust transactions
  
• Distribute assets to beneficiaries when trust terminates

Estate Administration Services

• Collect assets and information regarding the estate
  
• Inventory estate assets
• Pay debts and settle claims against estate
  
• Collect income on estate assets
  
• Manage, maintain, and protect the estate during the settlement period
  
• Oversee processing of estate, inheritance, and income taxes
  
• Distribute estate as directed by will or law
  
• Prepare final accounting for Probate Court

Guardianship Services

• Manage assets
  
• Manage the financial affairs of incapacitated individuals
  
• Monitor cash requirements, sell assets if required
  
• Pay debts and settle claims
  
• Manage income
  
• Oversee income tax processing and payment
  
• Prepare required court accountings.

Agent Services

• Safekeeping of securities and documents
  
• Collect income on held assets
  
• Pay bills and file insurance claims
  
• Manage investments or execute investment transactions
  
• Oversee income tax preparation
  
• Provide accounting of transactions and asset valuations

Escrow Agent

• Bank holds property, pending satisfactory completion of transaction, between two or more parties

Bond Agent / Trustee Services

• Serve as paying Agent or a Trustee of a bond
  
• Provide additional services as specified
•