Personal Trust Administration Services
FSTC provides fiduciary and administration services for Personal Trusts, including Irrevocable and Revocable Trusts, Asset Protection Trusts, Special Needs Trusts, Personal Foundations, Charitable Trusts and Family Offices. Our personal trust solution can include:
- Discretionary Corporate Trustee Services
- Review and Interpretation of Governing Document
- Consultation related to trust assets, discretionary distributions, and income needs
- Custody & safekeeping of assets, including selection of sub-custodians
- Principal and Income Trust Accounting
- Asset Allocation and Investment Management Oversight
- Processing of Mandatory and Discretionary Distributions
- Periodic Statements to Grantors, Beneficiaries, and other Interested Parties
- Annual Tax Preparation & Filing
- Special Asset Administration
- Dedicated Trust Officer and Daily Monitoring of Accounts
Considering a Corporate Trustee?
Many individuals do not understand the fiduciary duty involved with being a trustee. Not to mention the personal time and burden involved in properly managing trust affairs. A professional corporate trustee can give you the peace of mind that your wishes and directions are being carried out objectively and faithfully. Click here for Reasons to Consider a Corporate Trustee.