TRUST SERVICES

We offer trust solutions to meet your specific needs, including serving as trustee or co-trustee for most types of trusts, personal representative in probate proceedings, guardian of your property, and agent for you individually or as a trustee, personal representative or guardian.

Your specific needs

Many can benefit from having a trust.

Common examples of when to consider establishing a trust include if you:

  • Own titled assets and want to avoid guardianship and probate at your incapacity or death
  • Are in a blended family
  • Have heirs who may have trouble with finances
  • Are a business owner or professional in need of asset protection or business succession strategies
  • Have a special needs child or grandchild
  • Desire privacy in your family’s financial affairs
  • Desire to give back to the organizations and causes that have been important in your life, in a sustained way

Why have TCO serve as corporate trustee?

  • Expertise and experience
  • Integrity and privacy
  • Independence
  • Dedication and reliability

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