Trust & Estate Services
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.
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.
We can help you with setting up and maintaining trusts such as:
- Special Needs Trusts
- Individual Self-Settled Trust (d4a Trust)
- Third Party Trust
- Asset Protection Trusts
- Court-Appointed Guardianships or Conservatorships
- Community Property Trusts
- Charitable Trusts
- Bill Pay Revocable Trusts
Our Southeastern Trust team can also guide you if you have been appointed by the court or by legal document to serve as a guardian, conservator, or executor.
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.
Southeastern Trust can help your family or client by:
- Serving as Executor, Co-Executor or Agent for Executor
- Collecting and safeguarding estate assets
- Carrying out the terms of the will
- Preparing a comprehensive final accounting
- Preparing Tax Filings
If you are interested in further information about any of our wealth management services—including estate planning or trust services or estate services—or want to know how we can assist you with your own financial planning, please use this Contact Us form.