Trustee Services
Focused On All Your Trust Needs
Revocable Trusts
Perhaps you’ve set up a revocable trust to avoid probate and are serving as your own trustee. Vigil Trust can step in as your successor trustee and assume responsibility for the management of the trust upon your death or incapacitation.
Trust under Will
Many individuals have a will which creates a trust to hold their assets for their children or other beneficiaries after their death until a point in time when the beneficiaries are deemed “financially savvy enough” to handle their finances on their own. Vigil Trust can be appointed in that capacity.
Charitable Trusts
Vigil Trust can help you set up a charitable trust designed to bequeath a gift to your favorite charity, take a tax deduction as well as receive income from the asset during your lifetime. In some cases, by funding the gift with properly selected assets you can avoid capital gains taxes.
Court-appointed Capacities
Vigil Trust can be named as guardian, conservator, trustee or personal representative/executor of your court -supervised probate matters.
Setting up a Trust – includes selection of the appropriate Trust instrument for your circumstances and objectives, designing provisions to ensure your wishes, meeting legal and tax code requirements and filing proper documents.
Trust Maintenance during your lifetime – involves periodic reviews, legal and tax code updates as well as recommended adjustments that reflect your evolving personal and financial circumstances. Plus ensuring you receive the ongoing benefits of a Trust, from asset protection and peace of mind to tax advantages.
Trustee services after your death or incapacitation – provides professional, experienced trustee expertise that ensures your Trust is implemented and administered in accordance to your wishes.
