Professional and Impartial Trust Administration
Corporate Trustee Services
Ensure long-term protection and smooth estate management with experienced fiduciary oversight.
Trust Management That Stands the Test of Time
Stable, impartial,
professional trust management.
Professional Approach to Trust Administration
Why Corporate Trustees?
Corporate trustee services provide long-term, dependable management of your trust and assets. Unlike an individual trustee, a corporate trustee cannot pass away, become incapacitated, or lose the ability to serve ensuring uninterrupted administration throughout the life of the trust.
We partner with nationally recognized corporate trust companies to deliver expert fiduciary oversight, while continuing to act as your trusted adviser throughout your estate and beyond.
Key Benefits
The Advantages of a Corporate Trustee
A corporate trustee brings experience, neutrality, and organizational continuity to the administration of your trust. This structure helps preserve family harmony and ensures your intentions are carried out consistently and professionally.
- Continuity: Unlike an individual, a corporate trustee doesn’t die or become incapacitated, ensuring the trust’s continuous administration.
- Professional expertise: They offer professional management and expertise in complex financial matters.
- Impartiality: Acting as an unbiased third party can prevent potential conflicts among family members.
- Reduced burden: They relieve the burden of managing complex financial affairs from family members, allowing them to focus on their own lives and grieving properly.
PLANNING & INVESTING
Our Process
Wealthcare’s patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now.
Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.