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Your estate plan and your trust are as individual as you are. At Boston Private, helping you and your beneficiaries achieve your goals is our number one priority. We understand that our role as trustee is to implement your unique trust, ensuring that it is administered according to your wishes so that assets are passed on to your beneficiaries when and how you intend. We provide the experience and expertise necessary to address both the routine and unique circumstances each trust presents. A well-executed estate plan and trust may assist you and your family in establishing tax strategies to help you keep more of the assets that you have worked so hard to accumulate and allow you to provide a legacy for your loved ones or to meet your philanthropic aspirations. A well-experienced trustee is imperative to ensure your goals are met.
We serve as sole trustee, co-trustee or successor trustee, depending on your needs. As trustee we accept the fiduciary responsibility for the execution of the terms of your trust document and for performing responsibilities commensurate with a trustee’s fiduciary obligations. We have extensive experience dealing with unique family circumstances as well as unique assets and address each with the care and privacy you deserve.
Fully Customizable Trust Services for your Specific Objectives
Our team of seasoned trust officers has the ability to administer a broad array of trusts to meet your specific objectives. We provide:
Agent for Fiduciary
Individuals and family members are often named to serve in a fiduciary capacity either as trustee of a trust or executor/personal representative of an estate. We recognize the considerable responsibility that such a position places on an individual and that it entails dealing with many different challenges. We have considerable depth and breadth of knowledge in working with individuals to assist them with the job of bookkeeping, accounting to beneficiaries, bill pay and investment management. Our guidance and support assists individual fiduciaries meet their obligations either as trustee or executor/personal representative. We understand the complexities that come with dealing with a significant life event and the responsibility of dealing with families, and we work to help relieve some of the stress and strain that accompany them.