Financial planning tools with professional guidance.
As with all parts of managing your money and assets, establishing a trust or preparing an estate plan requires a thorough understanding of your family's goals and needs. Our experienced trust and estate professionals will work to understand your unique situation before facilitating the optimal solution for you.
- Trustee services should be responsive and flexible. Ours are.
- Our trust professionals understand trust and fiduciary law.
- Our trust professionals work closely with you and your advisors to ensure a smooth and thorough planning process.
- Our estate professionals can ease your estate and probate burden by serving as your personal representative or conservator.
Whether planning for the future needs of your family or for an enduring charitable legacy, our Bangor Wealth Management professionals' knowledge and exceptional customer experience can help.
Email us at firstname.lastname@example.org or call 1.877.Bangor1 (1.877.226.4671).