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Trust Administration Services

Each relationship will be advised by a dedicated local team of experts in trust administration and fiduciary portfolio management. Trust Administration Services include:

  • Safekeeping of trust assets
  • Investment management of trust portfolio
  • Discretionary and directed distributions
  • Annual charitable valuation calculations
  • Help with preparing fiduciary tax returns
  • Bill payment services
  • Monthly statements and online account access

Call 585.336.1300 to set up an appointment with ESL Trust Services today.