Why a Corporate Trustee?
Make an informed choice.
Learn about the benefits of a corporate trustee.
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 a is 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 times can be difficult and emotional. At times this may obscure objectivity when making decisions when it comes to managing a trust for family members.
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.