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Trust Administration Services

Cornerstone Service

Guidance and Support for Every Stage of Your Trust

Our trust administration services and trust fund management are designed to provide clear guidance, personal attention, and long-term stability for you and your family. Whether we act as your trust agent, co-trustee, or trustee, our experienced fiduciary team takes the time to understand your goals, review and administer trust agreements, and work closely with your attorney to ensure your trust is structured and managed for both present needs and future generations.

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  • We feel that we have achieved the benefits of intimate, personalized service found in small investment advisory firms while maintaining the benefits of oversight found in larger institutions.

In-House Expertise

Work With Experienced Fiduciary Trust Administrators

We offer the following trust administration services:

  • Detailed asset statements on an annual basis with monthly and quarterly statements as you prefer.
  • Online access to accounts for on-demand review of account information.  
  • Assurance of proper application of distributions to income and/or principal per the terms of the trust document.
  • In-house tax department
    • Every decision to buy, sell, gift, and distribute is made in the context of potential tax effect. 
    • From cost basis accuracy to application of the 65-day rule, an active involvement with accounts allows our tax team to recognize and consider items that may have been missed, remain incomplete, or might need adjustment come tax time.
    • A comprehensive package including 1099s, K-1s, and accommodation schedules with details of all gifting, medical, and other special distributions provides the information your tax preparer will need to complete your return efficiently and effectively.
    • Preparation of fiduciary tax returns.
  • Preparation and filing of court accountings.

We are happy to coordinate the transfer of your monthly and annual bills to our operations department assuring that payment is timely.

Typically, we meet with our clients on an annual basis.  Many events can trigger more frequent meetings.  It is critical to stay abreast of changes in the law and life circumstance as they relate to your assets.

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Additional Services

Interested in learning about other services we offer? Take a look at the options below and click to read more about how we can help support your financial growth and success.

Investment Management

Financial & Retirement Planning

Estate Planning

IRAs

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Ready to take the next step with your financial future?

A company devoted solely to investment management and trust services, we are unique among fiduciary and investment advisors in our combination of independence, employee ownership, expertise, and our approach to maintaining long term relationships.

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