Trust & Estate Planning

We can serve as Trustee or co-Trustee in administering the many different types of trusts, whether revocable or irrevocable. We offer objectivity, continuity, and experience in trust administration.  

Trust services include, but are not limited to:

• Administer trusts according to State statutes and terms;
• Invest trust assets in accordance with set investment objectives;
• Exercise discretion, where applicable, utilizing a robust and consistent review process;
• Meetings and consultations with clients at least annually and with their advisors, if applicable;
• Prepare required records, statements, tax reporting, and applicable tax returns;
• Capability to utilize favorable trust and tax laws (for residents and non-residents) through our New Hampshire Trust Company, Bangor Wealth Management of New Hampshire.