Capabilities
Experience & Impartiality
Trust Administration
When selecting a trustee to administer the wealth that you have built over a lifetime, it is critical that the trustee you select has the experience, impartiality and expertise necessary to efficiently and effectively manage both trust assets and relationships.
Crucial Attention to Detail
Estate Administration
The extensive legal and banking backgrounds of the estate settlement officers at Essex Trust enable them to provide greater depth of knowledge and experience to the families and beneficiaries of loved ones than most trust departments.
A progressive philosophy
Open Architecture
Essex Trust utilizes a progressive philosophy of engaging outside investment advisors to develop and manage the investment portfolios of our fiduciary relationships.
Plan and Manage
Additional Services
Essex Trust offers supplementary services, including Trust and Estate planning consultations, financial management and bill pay, as well as custody and business escrow services.