Trust and Estate Services
Legacy Private Trust Company is known
for its unique, disciplined and hands-on approach to investment
management. At the heart of what we do, however, is our commitment
to helping you plan and achieve financial goals-both
during and after your lifetime.
Establishing an estate plan and
deciding how to transfer wealth can be an overwhelming task. It not
only takes time, it's emotional. At Legacy, we take pride in being
a member of your estate planning team. Though we do not
draft estate planning documents, we help you understand and
evaluate your plan. We will work with your lawyer and
accountant to make sure you have the plan that best meets your
goals and objectives.
Implementing an estate plan requires a
unique ability to coordinate many moving parts. Our professionals
have extensive experience implementing estate plans of all sizes
and levels of complexity. Our investment management team is
talented, knowledgeable and successful, and our administrative team
has the necessary technical, financial planning, legal and tax
expertise. In addition, all of our professionals have the
understanding, empathy and compassion necessary to deal sensitively
with family dynamics and individual personalities.
In many estate plans, trusts are a
popular tool. Legally empowered by the State of Wisconsin, Legacy
Private Trust Company serves as Trustee or Agent for Trustee
for many trusts, both revocable and irrevocable. We also serve as
Personal Representative or Agent for Personal Representative.
