Estate Planning 2018
Sponsored by Essex Trust https://www.essextrust.com/
Essex Trust’s commitment to your client’s legacy is unique. Unlike the big bank approach to trust administration, Essex Trust is flexible and nimble in decision-making when administering trust, estate and financial planning matters. We focus on our core competency – trust and estate administration. Our open architecture approach results in an alignment of trust and estate services with your client’s independent financial, legal and tax advisors and those of their beneficiaries.
No two family scenarios are alike, so our officers will craft customized and highly personalized solutions for your clients’ trust and estate account arrangements. Connect with us to learn more about what makes Essex Trust the right partner for preserving your clients’ legacies for generations to come.