Other Financial Solutions
Here for You, Your Beneficiaries, and Your Legacy
Let Essex Trust lighten the burden—whether it’s guiding you through the planning process or supporting you and your beneficiaries during life’s more challenging times. We provide these services with a personal touch and an unwavering commitment to the highest level of care.
Lighten the Burden
By supporting every aspect of your fiduciary relationship, we help preserve your legacy and provide for your beneficiaries’ unique needs.
Other Financial Solutions
Trust & Estate Planning Consultation
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.
Financial Management & Bill Pay
For those of our current clients who encounter challenges that make handling routine financial transactions difficult, Essex Trust can step in to lighten the burden. From paying routine bills and household expenses to coordinating with tax and legal advisors for filing of important tax and other documents, support services from Essex Trust for financial management and bill-pay give our clients and their loved ones piece of mind that important things won’t fall through the cracks.
Agency Services
Full complement of agency services for trustees, executors and charitable organizations and entities:
- Arrange for the custody and safekeeping of assets
- Collection and remittance of income and principal
- Detailed and timely monthly statements and customized reporting
- Arrange for the execution of purchase and sale of securities
- Year-end reports
- Consolidated statements for multiple accounts