A trust is a legal relationship where one or more individuals hold property for the benefits of others. While a title service involves verifying and securing the legal ownership of real property. Trust services focus on managing assets and distributing them according to a trust agreement, while title services ensure the validity and transfer of property ownership.
Trust and Title Services
Protect your wealth today. Maximize the legacy you leave for future generations. These are the two primary reasons for establishing a trust. Although each trust is unique, there are a few common elements and structures you should understand. One of our licensed professionals can help you select the best option for you or your company.
Allow our team to guide you.
Our licensed professional will find the best option for you while acting impartially in the best interests of all beneficiaries.
Step 1
First, the grantor works with an attorney who writes the trust documents based on the grantors wishes for the distribution of specific assets.
Step 2
The grantor then chooses a responsible individual or firm to serve as trustee holding and administering the assets for the benefit of the beneficiary.
Step 3
The trustee, in turn explains the terms and conditions of the trust to the beneficiary.
Closing
Our trustees will walk you through every step to ensure a successful close on any transaction.