Stewarding Your Wealth with Integrity
Choosing the right trustee is one of the most important decisions you’ll make to protect and preserve your wealth. At Essex Trust, we offer deep fiduciary expertise and a steadfast commitment to impartiality, ensuring your trust assets are managed with care, clarity, and full compliance. As an advisor-agnostic firm, we work seamlessly with your financial, legal, and tax professionals. Our personalized consultations and broad network of partner agents empower you and your loved ones with confidence that your legacy is secure across generations.
Navigating Complexity with Independent Expertise
Essex Trust provides a comprehensive range of trust services to help you meet your estate planning and wealth management objectives with clarity and confidence. As a local, independent firm with nationwide reach, we pride ourselves on building long-term relationships, administered by a dedicated team whose combined experience spans more than 100 years. Our professionals work closely with you and your advisors to support your evolving needs across generations. Today’s fiduciary environment is more complex than ever, shaped by shifting tax laws, intricate family structures, volatile markets, and increased risk exposure. With Essex Trust, you can rely on a knowledgeable partner to help navigate these challenges and fulfill the many legal responsibilities that come with serving as a trustee.
Trust Administration Services
At Essex Trust, we offer a full suite of trust administration services designed to uphold fiduciary responsibility while supporting your long-term financial and estate planning goals.
Core Administrative Services
Trust Account Oversight & Compliance
We ensure accurate administration of trust accounts and strict adherence to trust document provisions, maintaining integrity
and accountability at every step.
Beneficiary Request Evaluation
Our team conducts objective, unbiased reviews of beneficiary requests to confirm alignment with trust terms and fiduciary obligations.
Periodic Accounting & Reporting
We prepare and manage periodic trust accountings to meet legal requirements and provide clear, accessible reporting to beneficiaries.
Investment & Tax Oversight
Investment Strategy Development
We collaborate with you and your advisors to develop investment strategies that reflect the trust’s mandates and the financial needs of your beneficiaries.
Investment Activity Monitoring
Our team continuously monitors investment activity to verify compliance with the trust’s stated objectives and risk parameters.
Fiduciary Tax Planning & Reporting
We oversee trust-related tax matters, including income tax planning and coordination of all necessary filings and returns, helping to optimize tax efficiency.
Trust Income Collection & Documentation
We manage the collection, recording, and reporting of all trust income in accordance with applicable state and federal regulations.
Asset & Distribution Management
Distribution Management
We execute timely and accurate distributions of income and principal, always guided by the terms and intentions of the trust.
Expense & Obligation Payment Services
We handle the payment of trust expenses and beneficiary obligations, ensuring all financial responsibilities are met with diligence.
Special Asset Management
From property maintenance to strategic decisions, we provide comprehensive oversight of trust-held special assets.
Our team delivers comprehensive trust administration services with clarity and precision giving you peace of mind.
Enhancing Flexibility While Administering Your Assets
Working in collaboration with your legal, financial, and tax advisors, our professionals help identify opportunities and craft strategies that promote flexibility, long-term asset growth, and potential tax advantages within your estate plan. Through thoughtful and responsive trust administration, we help ensure your plan remains responsive, balancing trust terms with the evolving needs of your beneficiaries.
Administering a Broad Spectrum of Trusts with Confidence
Essex Trust brings deep experience to the administration of a wide variety of trust structures, each tailored to meet unique personal, financial, and philanthropic goals. Whether as a sole trustee, co-trustee, or as an agent for trustee, our fiduciary team routinely manages:
- Revocable Living Trusts
- Irrevocable Trusts, including Directed Trusts and Asset Protection Trusts
- Irrevocable Life Insurance Trusts (ILITs)
- Charitable Trusts and Private Foundations
- Special Needs Trusts
This breadth of expertise enables us to deliver highly personalized fiduciary services—no matter how complex your estate plan.
Estate Administration
In addition to trust services, Essex Trust offers compassionate and experienced estate administration to help settle your affairs with care and efficiency. We work closely with families, executors, and advisors to ensure your estate is handled according to your wishes.
Start Safeguarding Your Legacy Today
Speak with an Essex Trust fiduciary to ensure your trust is administered with care, integrity, and in alignment with your long-term goals.