Trust and Estate Administration

Beacon Trust is governed by two standards: exceptional client service and superior solutions. These principles guide everything we do, driving our overarching commitment to helping you attain, protect and expand your assets—through every phase of life. As a Beacon Trust client, you can expect the following:

  • Unparalleled, proactive communication and personal attention
  • Insight, advice and intentional strategy
  • Customized planning based on your lifestyle goals, business affairs and legacy intentions
  • Innovative technology and cutting edge systems to help you make informed decisions
  • Solid investment performance
  • Excellence

Beacon Trust offers its clients an array of services to address challenges, provide solutions at all levels of wealth and help you reach your objectives, including:

  • Trust & Estate Administration: Whether you’ve only recently acquired wealth or have spent a lifetime accumulating it, we can help you grow, protect and transfer your assets. Our advisors possess wide-ranging experience in trust and estate administration, custodial service, charitable giving and more.
  • Family Office: Beacon Trust understands the challenges of managing and administering a family’s net worth. We focus on the details, so you don’t have to.

Guiding You Forward
Your Beacon Trust team is available to answer your questions and work with you to help you reach your goals. If you are in need of an experienced, skilled and understanding wealth advisor, please contact us today. 


Please fill out the form below to request more information from Beacon