Why a Corporate Trustee
Corporate Trustee Services for
Effective Trust Management
One of the most important decisions you can make when finalizing your estate plan is to name your trustee. There are some instances where you can serve as the trustee while you are alive and others where you need to appoint another entity or person as the trustee immediately. Whether you are choosing a primary or successor trustee, making the decision on who to appoint is a very important decision. Depending on the trust, the trustee may be required to perform complex tasks. Whether you choose a trusted family member, friend, or trust company, the trustee is responsible for significant record keeping and must consider the financial wellbeing of both current and future beneficiaries. The trustee may also be responsible for making investment decisions. While family members and friends may be trustworthy, dealing with the record keeping and distribution of trust assets can be difficult and emotional. At times, this may obscure objectivity when making decisions when it comes to managing a trust for family members.
Why a Corporate Trustee Company Is the Right Choice for
Trust Administration?
Trust Administration demands a high level of fiduciary responsibility and confidentiality. Regulated by state and federal agencies, regulated professional trust companies are held to a higher standard. Such trust companies have the professional knowledge and expertise in handling the complexities of trust administration. For these reasons, ePIC Services Company allows you to choose a successor trustee from a pre-selected number of professional trust companies, to provide peace of mind by ensuring that your trust is administered as you intended, to achieve your wishes and goals, without the conflicts of interest and pressures that family members can endure.
ePIC Services is laser focused on elevating the client experience by upholding the skills, experience, and resources necessary to assist with your estate planning and trust administration.
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Benefits of a
Corporate Trustee
Experience & Compliance
A corporate trustee has experience working with applicable legal requirements.
- Peace of Mind
- Professional Management
- Manage Trust Distributions
- Formal Recordkeeping
- Trust Administration
Business-Succession Management
You’re dedicated to your business. Ensure it stays in good hands after you’re gone.
Formal Record Keeping
A Corporate Trustee will be able to keep proper records of trust assets and transactions, such as distributions to beneficiaries, payment of expenses, disbursement of assets, payment of taxes and proper principal and income accounting and provide statements to beneficiaries.
Reliability & Availability
Avoid costly administrative interruptions by choosing our corporate trustee services.
Custodial Services
Qualified accounts can expect that we’ll administer a “see-through” conduit trust.
Estate Settlement
Be confident that your trust procedures are administered by a state-regulated entity.
Objectivity & Impartiality
A Corporate Trustee will be able to follow the instructions of the trust with objectivity and impartiality.
Advisor-Directed Investments
With your assets safe within our custody, we’ll ensure they’re invested properly.
Consistent Longevity
A Corporate Trustee will ensure that your plans are followed for generations to come.
Stop Piecing It Together.
Start Running a System.
Product is not the unmet need in this industry.
Advisors who adopt systems will win the next decade.
Those who don't will continue working harder for less.
ePIC Services Company, Inc. is not a law firm and does not provide legal advice. The eStatePlan™ system is an online service provided by a third-party company’s estate planning platform, including legal forms and information. This website’s “attorneys” refer to network attorneys associated with the eStatePlan™ services.
We’re proud to serve those from all walks of life with our convenient family succession planning services. For too long, real people with real lives have been deprived of this opportunity. Our revolutionary approach allows you to take hold, access, and control your trust services online. Build your future today with ePIC Services Company.
Contact Details
Contact ePIC Services Company to learn more about our Estate Planning Services.
855-777-3742 (ePIC)
940 Southwood Blvd., Ste 201
Incline Village, NV 89451 – 7401
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