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Fiduciary Services

Trustees, Personal Representatives, and Conservators are bound by fiduciary law to act in the best interest of the beneficiaries or protected person they have been named or appointed to serve. At Allen Trust Company, we have specialized knowledge of fiduciary and tax laws, investments, and real estate and can provide you with the following professional and personal fiduciary services.

 

Trustee

Allen Trust Company can act as Administrator for all aspects of a trust, including management of real and personal property. We work with co-advisors such as your investment, tax, real estate or legal advisors as necessary to effectively administer your personal, charitable, or irrevocable life insurance trust.

 

Conservator

If you or a loved one becomes incapacitated, you can appoint Allen Trust Company to handle your financial affairs.

 

Personal Representative/ Power of Attorney

At your request, we can act as executor of your estate.

 

"fiduciary one that stands in a special relation of trust, confidence, or responsibility to others." Webster

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