trust administration

At Equitable Trust we understand the legal responsibilities of being trustee, but we understand also that trust beneficiaries, often multigenerational, have concerns and needs that must be addressed in a practical and thoughtful manner.

Trusts are critical components of modern estate planning.

Our years of experience in trust administration and our dedication to accessibility and accommodation set Equitable Trust apart in how we approach trust administration. Our trust officers and support staff have worked in trust organizations for most of their careers, and employee turnover at Equitable Trust is minimal to none. Our trust officers are experienced, senior professionals committed to administration of trusts as grantors intended but also are accustomed to dealing sensibly with unexpected situations as life events unfold.


Asset preservation

Lawsuit and creditor protection

Divorce settlement protection

Stable support for designated beneficiaries

Managing and minimizing estate and gift taxes