Trust Services
Philosophy and Approach
Evolved, modern-day trust company: Our first priority is building relationships with our clients and the various parties associated with the trust. Establishing these relationships helps us to better administer trusts in accordance with the goals, purposes, and intent upon which the trusts were established.
Specialized expertise: Trust clients have access to the full range of F.L.Putnam’s investment and finanical planning expertise.
Down-to-earth guidance: We provide support for clients with a range of trust needs including acting as sole trustee, co-trustee, and agent for trustee for a variety of trust types including revocable, irrevocable, charitable, and special needs.
Personalized service: Dedicated Trust Officers and Trust Administrators round out your service team.
Unwavering accountability: As a fiduciary, we place your interests above all else.
Darwin Trust Services
Corporate Trustee Services
We are able to serve as trustee for a trust regardless of its domicile. We partner with you and your counsel to take advantage of New Hampshire Trust situs when establishing a new trust.
Trust Administration Services
We administer all types of trusts including revocable, irrevocable, charitable, and special needs. We help to ensure the proper execution of your trust.
Custody Services
We provide custody services. As custodian, we manage the collection and distribution of income and principal, providing a layer of protection for your trust assets. We provide transaction reporting and performance management to ensure you remain informed about your assets.
Estate Settlement Services
We offer guidance in navigating the legal complexities and administrative details involved in estate settlement.
We offer comprehensive estate services, including:
- Review and assessment of your estate planning documents, including wills and trust documents
- Payment of expenses and debts
- Distributions
- Assist in estate tax return preparation
- Collect and value estate assets