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We know you have a vision for your future, especially when it relates to the protection and distribution of your assets and estate.
Trust administration is the process of managing and distributing assets held in a trust according to the trust document and applicable law. This includes asset management, recordkeeping, distributions, and coordination with tax and legal professionals.
Trust administration by a Corporate Trustee typically begins when a trust becomes irrevocable, often after the incapacity or death of the grantor. Certain trusts may also require ongoing administration during the grantor’s lifetime.
A trustee is responsible for acting in the best interest of beneficiaries, managing trust assets prudently, following the trust’s terms, and meeting fiduciary and reporting obligations.
A corporate trustee provides continuity, professional oversight, and impartial decision-making. This can be especially important for long-term or multi-generational trusts or complex family dynamics.
The length of trust administration depends on the trust terms. Some trusts are administered for a few years, while others are designed to last across generations.
*Non-Deposit Products: are not FDIC insured; are not deposits; may lose value.
1 Consult your tax advisor.
Schedule a meeting with a member of our wealth management team (210) 736-7600. Or simply fill out this online form.
