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Trustee Services

Sound Solutions To Trust Management

Doyle Wealth Management recognizes that to effectively serve our clients in their wealth management and preservation needs, trusts need to be a major consideration. Trusts can be valuable instruments to provide continuity of wealth management and preservation across generations.

With expert judgment, sensitivity to family dynamics, and professional administration, DWM helps our clients arrange for independent corporate trustee services that can help your trust & estate plan achieve your goals. Along with our custodian, TD Ameritrade Institutional, we also work closely with independent trustees both locally and nationally. Depending on the individual client’s particular situation, we can help find the best fit for your trust needs.

How Doyle Wealth Management Can Help?

The creation of a trust is an important decision. Many of our clients at Doyle Wealth Management utilize the benefits of trusts in estate planning and wealth management. Perhaps one of the most important decisions in the establishment of a trust is the naming of a trustee or successor trustee.

By teaming up with independent trustees, we bring the benefits of a corporate trustee along with the personal relationship and investment management of Doyle Wealth Management.

Trusts can be used for various reasons and include the following:

  • Irrevocable Life Insurance Trusts
  • Irrevocable Trusts
  • Revocable Trusts
  • Charitable Trusts
  • Special Needs Trusts
  • Trusts Under Will

In addition, trust company services can be used for:

  • Securities Safekeeping
  • Income Collection
  • Settlement of Securities
  • Estate Settlement
  • Payments of Funds
  • Various Retirement Plan and IRA services

Why Name A Corporate Trustee Instead Of An Individual?

An instinctive first choice for the role of trustee is often a family member or close friend. While there may appear to be strong rationale for choosing a relative to be a trustee, hiring an independent corporate trustee may be the wiser decision.

A corporate trustee brings objectivity, experience, and expertise at a time that is often wrought with emotion. That is why trust and estate professionals frequently recommend hiring corporate trustees, rather than naming family members.

Advantages:

  • Avoiding Fees
    Frequently, this is the primary reason in naming a family member or friend as trustee. Paradoxically, individual trustees must often hire other professionals or third parties to assist them in carrying out their obligations as trustee, which may eliminate any expected cost savings.
  • Accountability
    Record keeping systems exist to ensure timely, accurate accounting of principal and income.
  • Confidentiality
    Privacy is maintained and matters are treated with the utmost confidence.
  • Impartiality
    Decisions are made objectively in an unbiased atmosphere.
  • Experience
    Knowledgeable, experienced professionals well versed in complex trust management.
  • Permanence
    Perpetual existence assures a capable, professional organization is ready to complete the trust tasks required for decades going forward.
  • Responsibility
    Required by law to faithfully perform all its duties and follow the trust document to the letter.
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