Trust Services | Legal Services | Attorney Services

Gain access to high net worth trust services

Your high net worth clients are your most valuable clients and have urgent and sometimes complex estate planning needs and requirements.   Billions of dollars change hands in our office every year, so referring your most priced clients to us for trust solutions can formulate a bases for these high-net-worth individuals to transfer their inter-generational wealth easier. Our services can help you and your practice develop a long lasting and more profound relationship with type individual.

Our trust services are a preferred methods for preserving assets and building wealth in America’s leading families. A family trust can add value and provide benefits to your clients now and for the years ahead. We have trust formation services in multiple states where the legal statutes offer advantages that you might not otherwise be afforded to your high-profile clients. They have come to expect preferred and more diversified options and with us as your trust partner, you will be able to offer them the services they expect.

Here are some of the many benefits of our Trust Service:

  • Maximized tax savings
  • High level of confidentiality
  • Potentially avoid probate
  • Greater protection from creditors
  • Not effected by rule of perpetuities
  • Maintain privacy
  • Minimize estate-related costs
  • We help you maintain and keep administration cost low.

What We Could Do for You and Your Firm

  • Give and handle the trusties assets fairly, in keeping with your trust doc(s).
  • Get rid of the administrative load for you personally or whoever is provided the trustee obligation.
  • Provide you with the exceptional support you anticipate from a business recognized for excellent price along with a customer-first emphasis.
  • Guarantee a reliable, constant confidence connection for the receivers.

Why Choose Us as Your Trust Partner?

  • Balance
  • Support and flexibility
  • Maintain more of Clients trust’s assets employed by your receivers with:
    • reduced account costs
    • affordable costs
    • no hidden costs.

Give us a call today and a dedicated trust officer will discuss all the details. We are committed to adding value to your trust account services.