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Trust & Estate Services

Creating wealth is one thing. Preserving wealth is another. Our primary aim of trust and estate services is to ensure that your wealth is distributed according to your wishes.

Providing for the next generation – leaving a lasting legacy – requires that you plan thoughtfully and strategically. Our team removes the burdens of financial, investment, and tax planning from your shoulders, anticipating your needs and building financial peace of mind.

Highlights of our services include:

  • Revocable and irrevocable living trusts
  • Testamentary trusts (trusts under will)
  • Special needs trusts
  • Charitable trusts
  • Estate administration
  • Directed Trustee
  • Conservatorship

We know that you and your family are unique. Let's tailor a plan specific to you.


Learn More:
Our Story
Fiduciary Services
Estate Services & Administration
Special Needs Trusts

WTM Investment Articles

WTM Investment Articles

Click below to read the latest investment articles written by our Wealth and Trust Management investment staff.

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