Our in-house trust & estates department will thoroughly manage your trust from top to bottom — from managing assets, making distributions to beneficiaries, maintaining records, or any other needs you may have. Our experts are highly qualified with over 20 years of experience.
We pride ourselves in offering you excellent service and expertise, catered to your investment needs.
Set up an appointment with one of our trust experts — contact us today.
The Freedom Institution Way
Let our wealth of experience work for you, and the wealth that you've worked hard to attain.
At Freedom Institution, our trusted experts will work to see your exact needs met. Rest assured that your plan is receiving ongoing management in accordance with your exact requests.
On top of providing customized, attentive service, our experienced professionals always stay ahead of ever-changing tax laws. So there's no need for you to be concerned about shifting regulations. Our in-house experts master the latest developments and apply each advantage in line with your specific requests.
Our Trust Services Include:
- Supporting an elderly relative
- Making large charitable gifts
- Managing your assets if you become incapacitated
- Creating future security for disabled loved ones
- Providing long-term asset management for your family after your death
- Transferring assets to a younger generation (under the terms you specify)
- And much more
Estate Settlement Services
Through our estate settlement department, we work with your legal advisor to administer your estate. Our experience enables us to settle your estate without unnecessary delay.
We can handle probate, tax, and other administrative work on your estate's behalf. During the estate settlement period, we also oversee the estate's investments — and faithfully distribute your estate as you have directed in your will.