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Administration Services

As your committed representatives and advisors, we are responsible for your continued prosperity and security.

Building and continuing your legacy

By selecting Beacon Trust as your executor or trustee, you are assured of professional competence, impartiality and permanence in the management of your financial affairs. Effectively managing a trust includes not only an understanding of your objectives, but also of the legislative landscape that may impact a trust’s intentions. Our advisors remain aware of potential legislative effects on your estate, ensuring you feel well informed and confident in your plan.

Trust & Estate Administration

At Beacon Trust, we have the experience to handle your trust and estate from planning to implementation. As executor of decedents’ estates, we collect and value estate assets, settle claims, work with attorneys and accountants to prepare and file estate and inheritance tax returns, and distribute remaining assets to heirs and trustees. To reduce taxes through advantageous tax elections, this service manages investment programs commensurate with estate needs and posthumous tax planning.

  • Living Trusts
  • Multi-generational Trusts
  • Special Needs Trusts
  • Testamentary Trusts
  • Charitable Trusts
  • Qualified Personal Residence Trusts (QPRT)

Agent for Executor, Trustee or Guardian

Our services encompass safekeeping assets, facilitating tax preparation and investment management. In addition to settling your estate and distributing your assets, we can offer guidance to your beneficiaries about investing toward their goals.

Testamentary Trust & Trust Under Agreement

As trustee of a testamentary trust or trust under agreement, we safeguard the assets of the trust and facilitate the desires of the testator or grantor in accordance with the terms of the trust. We develop an individual investment strategy to create a trust fund designed to help you achieve a higher yield and provide additional income as outlined in the governing document.

Charitable Gifting & Family Foundations

We stand ready to help you attain your philanthropic goals. We have the experience to identify tax efficiencies that can be achieved through charitable trusts. Benefit from our unique position to provide support to your family foundation and maximize your charitable goals. Our trust officers and investment professionals are experienced in the details of the legal and social implications of private foundations.