Trying to settle the estate or trust of a loved one can be an overwhelming process, which is why it is so important to have a plan. Peoples Trust can take the administrative burden off your family members and provide a neutral third party to make sure your wishes are carried out.
A corporate executor/trustee can benefit your family
Working with Peoples Trust as your corporate executor/trustee can benefit your family in the following ways:
- Expertise – Peoples Trust has knowledge and experience in administration of estate, taxes, accounting, real estate, and investments.
- Stability – We work to accomplish your goals and objectives. This means our clients avoid costly delays due to individual or family members’ busy lives, illness, moving, etc.
- Family Comfort – We can help a surviving spouse avoid or manage family conflicts by being an impartial third party. We provide sympathetic understanding to each family member and can avoid favoring one side of the family at the expense of the other.
- Privacy – We understand your privacy is very important to you. We ensure your information is secure and private.
- Time & Cost – Due to our considerable knowledge and experience, we can help families avoid costly delays and expense during the administration process.
- Security – In an already difficult time, family members appreciate the security from knowing a competent team is in place to manage the estate or trust.
Contact Peoples Trust
Our team offers expert advice for every stage of life and we tailor your investment portfolio to suit your goals, risk tolerance, and timeline. To learn more or discuss how our team can help you, fill out the Quick Contact form to your right or call us at (605) 217-7782.
Investment products are not FDIC insured, not a bank deposit, not guaranteed by the bank or any U.S. Government Agency and principal may lose value. Peoples Trust Company nor its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation.