trust services


Trusts are often used to transfer assets from one generation to another before or after death. A trust is a relationship created at the direction of an individual, in which one or more persons hold that individual's property and protect it for the benefit of others. The parties involved are:

  • Settlor: the person who provides the property for the trust
  • Beneficiary: the person benefitting from the trust
  • Trustee: the person or company that holds the property on behalf of the beneficiary

Trustees have a fiduciary responsibility to manage, invest and distribute the trust assets in accordance with your provisions established by the settlor in a trust document. The businesses listed on this site can help in the process of establishing and managing a trust, either as a trustee or in support of a trustee.

This site lists providers to help with estate planning and administration. Included are:

  • general listings: names, addresses and phone numbers
  • featured advertisers and referrals
  • featured advertisers and referrals that have passed our 15-point checklist (learn more)

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The information in this site does not constitute legal or tax advice. It is provided solely for general informational purposes and may not be applicable to specific fact patterns. You should consult with an experienced legal or tax professional licensed in your state before acting on any of the information described on this site.

To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this site was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein.

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