When it comes to wealth management, building your wealth is only one part of planning for the future. You also want to make sure you have the right financial planning in place for when the time comes to transfer your wealth to those you care about. Southeastern Trust’s trust and estate services can help you with that.

Trust Services

Trusts can be used to manage and protect your assets, to help you avoid probate, and to aid in tax planning. To assess your specific trust needs and start developing your personal strategy, our specialized wealth management professionals meet with you personally. 

Estate Services

Losing a loved one is difficult. Southeastern Trust can remove the added and often unexpected stress of dealing with unfamiliar estate administration details. Our professionals impartially handle all necessary estate procedures. We ensure the financial wishes of the decedent and family are smoothly carried out, minimizing possible tension between family members. We help families and clients by serving as executor, co-executor or agent for the executor, collecting and safeguarding estate assets, carrying out the terms of the will, preparing a comprehensive final accounting, and preparing tax filings.