Review Your Plan
Essex Trust can conduct a review of your estate and financial plan to help you evaluate whether your current plan will provide for your heirs and whether assets will transfer in a seamless, tax-efficient manner. We will help you consider asset protection strategies, uncover tax mitigation opportunities and fund philanthropic interests, all in consultation with your tax and legal advisors.
Contact us to discuss how we can help you develop a plan to efficiently transfer your wealth and protect your legacy for your heirs.
Custody & Business Escrow Services
We can custody cash and marketable securities to invest, collect and remit payments as instructed.
- Custody and safekeeping of assets
- Collection and remittance of income and principal
- Detailed and timely monthly statements and customized reporting
- Execution of purchase and sale of securities
- Year-end reports
- Consolidated statements for multiple accounts