Your Financial Legacy

Trust Yourself to Essex

You have worked your entire life to create the building blocks of a financial legacy. At Essex Trust, we work with you and your professional advisors to strengthen and enhance the foundation upon which your financial building blocks are placed, protecting your financial legacy well into the future. While many trust companies offer similar products and services, we have committed our best resource — our people— to both our clients and communities. Our core competencies are in the areas of trust administration and estate settlement, and our mission is to offer the most substantive fiduciary services in the industry.

Our Story

Offerings

Capabilities

Our services allow you to maintain your trusted advisors whose long-term relationships are so important to the comfort of the family.

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Insights

Resources

Useful information for those seeking a trustee, and for financial advisors looking to better serve their clients.

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Sail Through Life

Depth of Experience

When it comes to you and your family, we use the depth of experience of our professionals to provide clients with continuous counsel in the areas of estate and financial planning, wealth management, and trust administration. You’ve built your financial legacy over a successful lifetime of smart financial decisions. With Essex Trust at your side, your financial legacy will be both nurtured and protected while sailing through all of life’s calm and rough seas.

Our Story

Our Team

Since 1851

Our History

The year was 1851. Millard Fillmore was president of the United States, much of the West was still a wild frontier. The Connecticut River, in its heyday, was the center for ship building and international commerce.

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Get Started

Contact Us

Reach out to learn more about how we offer the most substantive fiduciary services in the industry.

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News

The Latest

News, Press Release

Essex Trust Hosts Live Estate Planning Broadcast September 27th

Essex Trust is pleased to once again host a live broadcast of the Annual Estate and Charitable Gift Planning Institute. ...

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News

Essex Promotes Leave a Legacy Month

June is Leave a Legacy Month, and the advisors at Essex Financial and Essex Trust are partnering with the Community...

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