Skip to content

Merry Christmas! We are open until 2 p.m. on Christmas Eve, Wednesday, Dec. 24. All of our locations will be closed on Thursday, Dec. 25.

Plan Today. Protect Tomorrow. Attend an Educational Estate-Planning Seminar

Get Started 863-222-7005

Trust Administration

We’re here to help however we can.

Trust management involves making decisions in the present while trusting someone to carry them out in the future.

DSC07535

Our trust administrators work alongside you as you make your present decisions, and they ensure that your wishes will be followed. 

Our trust administration services include:
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Grantor Retained Trusts
  • IRA and Roth IRA Management
  • Public or Private Foundation Management
  • Guardianship Management
Learn More XX
Through our premium trust attention, we’ll:
  • Coordinate estimated tax payments working with your tax accountant or preparer
  • Process bills (unlimited) and medical claims
  • Facilitate caregiver services, including transportation
  • Manage your checkbook and any real estate held in trust
  • Arrange home repairs and capital improvements
  • Organize medical and prescription services
  • Make personal visits
Learn More XX
DSC07414

Meet with one of our specialists today for a document review.

Contact Us

Blog

On Our Minds

Line graph showing the number of households with children under the age of 18, from 1950 to present.
Chart of the Day

Chart of the Day: Age 18 Peaked in 2007

December 23, 2025

Today’s Chart from Torsten Sløk with Apollo shows that the number of families with children under the age of 18 peaked in 2007 at 37 million and has...

Read More
Map of the U.S. ranking inbound (purple) and outbound (green) relocations by state.
Chart of the Day

Chart of the Day: Inbound vs. Outbound

December 18, 2025

Today’s Chart of the Day is from Axios, with data from Atlas Van Lines of their 107,000 residential moves over the last year and shows the percent...

Read More
Image of a tree with leaves representing life events during which one's estate plan should be revisited.
Chart of the Day

Chart of the Day: Life Changes

December 16, 2025

Today’s Chart of the Day is from Wealth.com and shows the various reasons why you should revisit (or obtain one if you don’t) your Estate Plan, which...

Read More

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.