Trust
Services

While serving as trustee is important, we can also serve as agent-for-trustee when you have accepted the responsibility of being trustee or executor and require professional support. These situations range from making important distribution decisions to heirs to ensuring the estate taxes are filed and paid properly and on time. Serving as a personal trustee is time consuming and comes at a highly emotional and difficult time due to incapacity or death. Appointing an agent to handle such matters alleviates the burden without diminishing the compliment. We can arrange for full management of trusts as well as investment delegation with Innovise serving as a trusted primary advisor.