| Types of Trusts |
Trusts can be used strategically in the estate planning process to accomplish a number of goals, including tax reduction and controlling distribution of income and principal. From living trusts to life insurance trusts, testamentary trusts to special needs and charitable trusts, NexTier has the expertise to assist you. |
| Personal Trust Administration |
Administration of a trust requires an in-depth knowledge of the trust documentation and the ability to effectively communicate with all involved parties. Our well-trained and experienced trust administrators will monitor your trust continuously, provide regular updates, and work personally with beneficiaries as appropriate. |
| Investment Management |
Following NexTier’s investment approach, our portfolio management team will work closely with your trust administrator. We ensure that investment goals of the trust are being met and offer potential adjustments that reflect changes in market conditions or the beneficiary’s life circumstances. |
| Estate Planning |
If you need to establish an estate plan or update an existing one, NexTier can help you understand your options and the potential impact in light of current laws. We work with the area’s best estate attorneys, and with national trust powers, NexTier will guide you through the implementation of your plan. |
| Estate Settlement |
Settling an estate is a time-consuming and potentially frustrating process. Selecting NexTier as your executor or personal representative can relieve family members and beneficiaries of this challenging task during an extremely difficult time. |
