Trust Accounting

Comprehensive trust accounting and administrative support for the Individual Trustee.

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Comprehensive Trust Accounting and Administration Support

The Trustee Services Group allows you to successfully navigate the complex and multifaceted responsibilities of being a trustee by offering the following:

  • Automated collection and processing of trust income;
  • Income and principal accounting;
  • Trust beneficiary statements;
  • Performance measurement reports;
  • Tax detail reports; and
  • Preparation of annual accountings.

Our comprehensive trust accounting and administration services are supported by a secure trust accounting platform, available to view anytime online by you and anyone else who you desire to have viewing access.

With the Trustee Services Group’s comprehensive trust accounting and administrative support you will have the comfort of knowing your trust account is being properly administered, thereby freeing up your time so that you can once again focus on other priorities in your personal and professional life.

Our desire . . . to help you successfully serve as trustee.

  • Roles & Services

    Personal Representative / Executor

    Estate Settlement

    Agent for Financial Affairs

    Trustee

    Expert Witness

    Trust Specialties
    Family trusts
    Charitable trusts
    Special needs trust
    Life insurance trusts