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Personal Trusts and Estates

Overview

Personal Trusts and Estates
Personal Trusts and Estates

Overview

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 and expertise include:
 
  • Acting trustee or co-trustee
  • Serve as agent for trustee
  • Estate planning and administration
  • Executive agent
  • Investment management services
  • Management of foundations, endowments, tax-exempt organizations and charitable trusts
  • Court appointed guardianship
  • Testamentary trusts, living trusts, life insurance trusts and charitable remainder trusts
  • Escrow accounts
  • Trust management for inexperienced, incapacitated or minor beneficiaries

Making Trust and Estate Management Easier

As part of our trustee or agent services, we provide our clients 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.
 
Call 1-800-275-7850 to learn how Trust and Estate Administration can work to protect your assets.
 

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