A revocable living trust is used to determine how your estate is divided. As your trustee, co-trustee, or agent for the trustee, we manage investments, pay bills, keep assets and documents secure and safe, keep up-to-date tax records, and communicate with parties named in the trust.
With an irrevocable trust, the terms cannot be modified without the permission of your named beneficiaries. As your trustee, co-trustee, or agent for the trustee, we ensure your wishes are carried out in accordance with your governing documents.
