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Beacon Trust Company offers its clients highly professional planning and administration services for estates and trusts. By selecting Beacon as your executor or trustee, you are assured of professional competence, impartiality and permanence in the management of your financial affairs.
- Estate Administration
As executor of decedents' estates, we collect and value estate assets, settle claims, prepare and file estate and inheritance tax returns, and distribute remaining assets to heirs or trustees. This service also includes the management of an investment program commensurate with estate needs and post-mortem tax planning to reduce taxes by utilizing advantageous tax elections.
- Testamentary Trust and Trust Under Agreement
As trustee of a testamentary trust or trust under agreement, we safekeep the assets of the trust and facilitate the desires of the testator or grantor in accordance with the dictates of the trust. We develop, after consultation with the beneficiaries of the trust, an individual investment strategy to create a trust fund to produce the required income and growth. The exercising of discretionary powers concerning income or principal of the trust fund is carried out with a view to family needs.
- Other Services
Beacon Trust Company
333 Main Street, Madison, NJ 07940
(973) 377-8090