Monte Trust Services

Overview of Services

Help guide the selection of a Trustee
Work with Attorney to develop a Trust strategy
Coordinate with Trustee to support distribution needs and requests
- Develop Cash Distribution plans
- Develop Net Worth scenarios
- Identify Discretionary payment impact
Oversee the relationship between the Client, Estate Planning Professional, and Trustee
Ensure quality communication to Trustee to facilitate beneficiary needs
Oversee Trust funding for automatic bill-pay
Oversee and monitor outflow of bill payments on our custodial platform

We Are Here to Help

For more information on how we can help you, or to arrange an introductory meeting, please complete the information below