There may come a time, then an active trust is being managed by someone and they decide they no longer what to administer or be responsible for the Trust. This is where we come in. As a Professional Trustee, we can step in as successor trustee when the current trustee is no longer willing or able to serve.
As Successor Trustee, we administer funds according to the original trust documents, we invest funds according to our conservative, moderate-aggressive, or aggressive investment policy based on the trust balance, beneficiary age, and life expectancy. Selecting us to serve as successor trustee ensures long-term support for beneficiaries while protecting funds from wasteful spending.