Trust Administration

Estate-PlanningFollowing are the broad scope of work for trusteeship service:

» Managing and administering assets under the trust
» Keeping books and accounts
» Administering investments
» Acting in the best interests of the beneficiaries
» Implementing the directions of the settlor
» Distributing assets to the beneficiaries in the manner provided by the settlor

 

 

 


Benefits of appointing a Corporate Trustee:

» Independent
» Professional approach
» Continuity
» Better control over assets
» Operational efficiency
» Easy accessibility