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Trust Services

By designating Midland to serve as your corporate trustee, you’ll benefit from a wide range of trust services, including:

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Management, investment, and distribution of assets

 

 

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Distribution of trust funds in accordance with your wishes

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Protection of confidential information

 

 

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Preparation of tax-related documents

Examples of trusts under administration:

  • Revocable living trusts
  • Family and marital trusts
  • Irrevocable trusts
  • Charitable remainder trusts and foundations
  • Guardianship
  • Special Needs and Settlement Protection trusts
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We are your neighbors. Living, working and contributing in the same communities. It is the very foundation of our client philosophy. 

We are independent, credentialed professionals who provide clients unbiased recommendations and expert advice. We are skilled at developing investment, trust and comprehensive wealth management strategies to serve our clients.

 

Our strategy starts with you. We believe that it is essential to take the time to understand each person and every goal. From individuals to business owners to non-profit organizations, we are determined to design custom financial solutions as unique as our clients.

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Contact us today to discuss your financial needs.

Meet the Team   888-637-2120

Let's Connect.