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Trust Administration

Trust services

Creating a trust is an important step in determining who will handle your financial affairs in the event you’re unable to do so. Xceed Wealth Management Group Financial Consultants have the knowledge and experience to help you select and manage a trust that aims to serve to preserve, grow, and transfer your personal wealth.

Selecting a competent and prudent trustee to manage your financial affairs when you are no longer able to is key to the continual management of your family’s legacy.

Choosing a trustee

The trustee is responsible for using the trust property for the benefit of the trust beneficiaries according to the terms of the trust document. If those duties are breached, the trustee can be held personally liable.

You can select an individual or multiple trustee(s). To get started, we recommend that you draft a list of goals and needs.

Here are trustee traits we can help you consider:

  • Willingness to serve
  • Dutiful with contract administration
  • Detailed and organized at record-keeping
  • Experienced at investing
  • Informed and comfortable around beneficiaries
  • Sensitive during trying times
  • Flexible around changing needs

For some, the most logical choice is a corporate trustee who can establish comprehensive management and help your family find confidence in your short- and long-term plans.

If a corporate trustee is the right choice for you and your family, we can help you choose a trustee based on your unique situation.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Xceed Wealth Management Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Start the conversation

Preserve your legacy and protect your loved ones. Talk to one of our Financial Consultants to get the ball rolling.

Schedule an appointment

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