Trust Solutions & Services

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

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