Skip to content
We will be closed on Memorial Day, Monday, May 27, to remember and honor our fallen heroes.
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

Data points on top 20 cities put together in a table. Florida cities highlighted in yellow: Fort Myers, South Bradenton, Altamonte Springs, Winter Park, Sarasota, Casselberry, Bradenton

Chart of the Day: Florida Top 7 out of 20

May 23, 2024

Today’s Chart of the Day was shared by my colleague Christine Davis, Director of Commercial Banking Services at Crews Bank & Trust.

Frustrated retirement-aged woman struggling to figure out her estate plans

What is a Corporate Trustee and Why on Earth Do I Need One?

May 22, 2024

If you are like many people, you may have seen or heard the term Corporate Trustee (or Corporate Fiduciary) and immediately assumed, “I don’t have...

Multi-colored line chart showing annual cancer death rates by country, from 1950 to today. Chart shows how cancer death rates have decrease from 150 to 100 per 100,000 people over this time period.

Chart of the Day: Declining Cancer Death Rates

May 21, 2024

Today’s Chart of the Day from Our World in Data shows the death rate from cancer per 100,000 people going back to 1950.