Investment services for every step of the way.

Personal Trusts and Estates Made Easy 

At Cadence, our talented trust team is supported by a full range of trust and estate solutions that are efficiently administered. We have the knowledge and expertise to guide you through even the most complex arrangements.

Our personal trust and estate services include:

  • Trust management for inexperienced, incapacitated or minor beneficiaries
  • Family limited partnerships
  • Investment portfolio management
  • Financial planning
  • Estate planning and administration
  • Testamentary trusts, living trusts, life insurance trusts and charitable remainder trusts
  • Trust under agreement and trust under will
  • Investment management services
  • Management of foundations, endowments, tax-exempt organizations and charitable trusts
  • Escrow accounts
  • Court appointments, guardianships and conservatorships

Making Trust and Estate Management Easier

As part of our trustee or agent services, we provide our customers with a variety of options to help make day-to-day life easier. We offer automated bill payment by account, including income tax estimates, and we provide you with cost basis information for any assets sold during the year to assist you with your tax preparation. We also work with your accountant and other advisors to ensure they have all relevant information to process 1041 filings accurately.

 

Contact us to learn how trust and estate administration can work to protect your assets.

 

Explore our investment portfolio management for estates and trusts.

Contact a Wealth Services Specialist Today
800-395-8890
YOUR ASSETS WILL THANK YOU.

YOUR ASSETS WILL THANK YOU.

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Your Life. Your Plan.

Your Life. Your Plan.

A personalized approach to your financial goals.

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