Trustee Services

One of the most important estate planning decisions a person makes is choosing a trustee; the person who will carry out the terms of a trust established during lifetime or after death. For many clients, a member of the family is the appropriate choice, but for those clients who need or prefer an independent fiduciary, our attorneys often serve in the capacity of trustee. When acting as trustee, our attorneys uphold the highest level of integrity and impartiality in performing their duties. We also work closely with investment managers, accountants, other financial professionals, as well as family members, to insure that the wishes of the grantor (lifetime trusts) or testator (testamentary trusts) are followed.

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