Trust Services

Trust Services

Finding a trusted partner that you and your family can rely upon for years is no small task. Our trust services are broad-based, effective, and can serve your family for generations.

A Promise That Endures

As an independent trust company, Legacy is uniquely qualified to offer comprehensive services that combine multiple disciplines with fiduciary trust services. When you work with Legacy as a trustee, you can count on:

  • Experience.
    We have the expertise and experience to carry out all duties associated with being your trustee, including investment of trust assets, administration of your trust, accurate and timely record keeping, and preparation and filing of trust tax returns.
  • Objectivity.
    We will administer your legal trust documents in an impartial and objective manner, giving you confidence that your wishes are carried out as intended.
  • Continuity.
    We will provide continuous and effective trust administration and investment management for as long as your trust endures.

Legacy’s trust advisors have extensive experience with trust and planning matters that impact successful individuals and families, family-owned businesses, non-profit organizations, family offices, and foundations and endowments. Our focus is on developing long-lasting client relationships that grow with your changing needs. These solid relationships are especially reassuring when unpredicted circumstances occur or when situations that require delicate handling arise.

Legacy can serve as sole trustee, co-trustee, or successor trustee. We can provide trust and fiduciary services for:

  • Revocable and irrevocable trusts
  • Charitable trusts (lead and remainder trusts)
  • Retirement accounts (IRAs, etc.)
  • Supplemental needs trusts
  • Generation skipping or dynasty trusts
  • Life insurance trusts (ILITs)
  • Spousal lifetime access trusts (SLATs)
  • Qualified personal residence trusts (QPRTs)
  • Qualified terminable interest property trusts (QTIPs)
  • Estate settlement and trust settlement

fi·du·ci·ar·y

A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own. In a fiduciary relationship, the person who must prioritize their clients’ interests over their own is called the fiduciary.

Learn More About How We Can Help You Build Your Legacy