Estate & Trust Training:

With the experience and resources to administer complex family and charitable trusts funding, we can serve as: Trustee or executor, providing a full-range of fiduciary asset management and administrative services; Co-trustee or co-executor, with an individual of your choosing; Agent, allowing you, or the person appointed, to control investment decisions and discretionary distributions.

Our experience, technical expertise and hybrid practices can help settle your estate, from filing estate tax returns and administrative details to managing and distributing your assets according to your wishes.

Service	Description
Creation	After you get a verbal agreement, it is put in writing, physically and digitally with careful attention to personalization of details for each agreement.
Negotiation, Planning and Collaboration	Once all parties have signed, the contract is securely stored in the HSC’s Treasury Bank. This ensures that only approved and vetted parties have access to the contract and can retrieve what is needed as needed.
Review and Approval	tracking internal approvals and status, and measuring turnarounds between managers, officers, and other stakeholders. Separate approvals (internal sign-offs) from signing (physically putting your name down on the dotted line)
Administration and Execution	Ongoing contract management after agreements and programs are fulfilled up until the contract ends with the option or desire to renew; with an easy-to-access custody that makes documents easy to receive and user friendly.
Management and Renewal	Negotiation, Planning, and Collaboration
Reporting and Tracking	PDFs and images are stored to make your contracts easily searchable for regulatory body reporting that presents information for a specific financial verification and certification of events dealing with equity acquired and transferre