Fiduciary & Trust Services

Trust Services

A Holistic, Trusted Approach to Preserving and Passing on Your Wealth

Global resources meet personalized guidance—centered on your family, your goals, and your legacy.

At United Wealth Management, we understand the importance of preserving and transferring your legacy according to your wishes. Our team collaborates with trusted attorneys and advisors to design and implement comprehensive estate plans, ensuring your assets are managed and distributed as you intend.

Build Your Legacy and Protect Your Wealth With Confidence

A thoughtfully structured trust can be one of the most powerful tools for protecting your wealth and securing your legacy. At United Wealth Management, our experts streamline this process by partnering with you to design, implement, and manage your trust with clarity and confidence.

What Is a Trust?

A trust is a legal arrangement concerning the ownership, management and disposition of property or assets. A trust may either be revocable or irrevocable, depending upon the intent of the creator as well as the overall estate planning objective.

What Is a Trustee?

A trustee is the party that administers and oversees the trust property or assets. The trustee acts as a fiduciary during the period of trust administration.

Trustees and Executors are Fiduciaries

This means that they must act with the highest degree of honesty and good faith. Fiduciaries have a duty of loyalty and cannot profit personally from trust property; comingle trust property with their own property and must treat the beneficiaries fairly.

Your Lifetime Values Are Preserved With Advanced Planning

Choosing your trustee or executor may be one of the most important decisions you make! The continuation of your lifetime goals and the framework for your legacy are established in your planning documents.  When it comes time to continue your vision and implementation of your plan, having a corporate trustee or executor may be the key piece to completing your plan.  A corporate trustee or executor provides a specialized set of skills and process that often cannot be achieved by appointing a family member or close friend.  A corporate fiduciary provides a seamless transition in your plan and can provide a neutral third party to communicate with beneficiaries and complete the necessary administrative tasks while taking on any of the required liability of the role.

4 Benefits of Working With a Corporate Trustee

Expertise

Corporate trustees are familiar with applicable legal requirements, understand the intricacies of a wide range of trust types and can service them efficiently and accurately. United Wealth Management also can leverage our in-house Trust Counsel to address and solve legal issues at no additional cost to you or the Trust.

Objectivity

Disputes may arise in families after the death of a loved one, and individual trustees can be put into extremely tenuous positions; corporate trustees objectively carry out the wishes described in the trust document. Having an impartial third party making decisions in the best interest of the beneficiaries will minimize the risk of not adhering to the wishes of the trust’s creator.

Record-Keeping

Administering a trust involves responsibilities such as filing tax returns, issuing regular statements and keeping records of trust accounting activity. Family members or other appointed individuals may find these tasks overwhelming and time-consuming.

Asset Management

Corporate trustees give their full attention to managing trust assets and have access to resources that may not be available to an individual. After discussing financial goals, risk tolerance and long-term objectives, the Corporate Trustee will recommend the most logical investment strategy to meet the needs of the beneficiaries.

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Choosing a Corporate Executor

Settling an estate is not only a legal and financial undertaking, but an emotional one, and often overwhelming for even the most capable family member. A corporate executor brings structure, expertise, and discretion to the process. With a dedicated team and disciplined approach, we ensure your estate is administered efficiently and in accordance with your exact wishes, freeing your family from the burden of navigating intricate tax, legal, and logistical matters.

From valuing and protecting assets to settling debts, filing tax returns, and coordinating distributions, we manage every detail, minimizing the potential for conflict and ensuring a seamless transition of wealth.

Estate Settlement Services

Minimizing conflict and maximizing simplicity—that is our goal when we settle your estate. We oversee every step of the estate settlement process to ensure that complicated, emotional matters do not become a burden or a source of conflict for your family.

We oversee every step of the estate settlement process, including:
  • Probating wills
  • Inventorying and valuing assets
  • Paying creditors and taxes
  • Distributing assets to beneficiaries

Our goal is to minimize conflict and simplify the process for your family.

Let's discuss how our Fiduciary & Trust Services can help you achieve your estate planning goals.

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Wealth Management Market Insights

At United Wealth Management, our team delivers data-driven insights to help you navigate economic shifts, market trends, and global developments. In a time of rapid policy changes and evolving conditions, we provide clear, objective guidance to help you make informed financial decisions and stay ahead of the curve. 

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