Living Trust Services

Key Living Trust Services

Investment Management Support

Peoples Trust can help you develop, allocate, and monitor an investment strategy tailored to your financial goals. By collaborating with you, we aim to align your investments with your unique objectives for long-term success.

Bill Payment Services

Managing and paying bills can be time-consuming and stressful. Peoples Trust offers flexible support whether you need assistance with a few key expenses like insurance and real estate taxes or want all your bills managed on your behalf. Our goal is to ease the burden and provide peace of mind.

Tax Preparation Assistance

We can help gather your tax documents each year and work closely with your tax professional to ensure timely and accurate filings. Additionally, we assist in creating an investment and distribution strategy designed to enhance tax efficiency and potentially reduce your tax liability.

Charitable & Family-gifting Strategies

Whether you're considering charitable donations or gifts to loved ones, Peoples Trust can guide you in crafting a plan that aligns with your financial goals. By taking a holistic view of your financial situation, we can help identify tax-efficient ways to achieve your gifting objectives while staying aligned with your long-term aspirations.

At Peoples Trust, our Living Trust Services are designed to provide practical solutions and thoughtful strategies that make managing your financial life easier and more efficient.