Our Trust & Estate Services

Trust & Estate Services

Under the best circumstances, the idea of estate planning can be uncomfortable, stressful and worrisome. That’s why we believe in partnering with our clients as soon as they’re ready—often early in their careers—to help ensure a plan is in place long before it’s needed.

Through effective estate planning, we’ll help you see the big picture and understand how the components of your plan work together. Thoughtful, proactive planning that encompasses your goals and values will preserve your legacy and protect your wealth—in accordance with your wishes—for immediate family members and future generations.

Our Approach

Entrusting your family’s well-being to a qualified and experienced professional is one of the most important gifts you can give to them. Our advisors’ extensive fiduciary experience and service-oriented perspectives can help you make the right decisions
for you and your loved ones.

Our sincere interest in getting to know you and your family will help us draft and maintain an estate plan based on your intentions now and in the future. Additionally, our personal fiduciary services include the ability to act as a trustee, agent, guardian or personal representative for your loved ones in their time of need.

Estate Planning Services

When it’s time to put your intentions in writing, you can feel confident that your plan will be designed in accordance with your wishes. First, we’ll spend time getting to know you and your family, learning your values and goals. Throughout the planning process, we’ll work closely with you and your legal team to help articulate your preferences regarding the distribution of your wealth.

Estate Plan & Tax Review

We care about you and your loved ones.
Periodically, we’ll meet with you to review your estate planning documents and help ensure that everything in your plan is current and in alignment with your intentions. Additionally, our professionals will advise you of any tax law changes that could impact your plan. Regular reviews like these are important, especially if you’ve experienced recent changes within your family, with your finances, or with your health.

Estate Settlement & Wealth Transfer

We also offer services to help with estate settlements or the transfer of wealth including inventory preparation, the valuation,
management and distribution of all assets, the payment of debts and expenses, tax and
legal planning, tax preparation coordination, and probate administration.

Fiduciary Services

As a fiduciary, FineMark provides investment, real estate, and special asset management, closely-held family business management, and accounting and tax compliance services.

Our expertise also includes the ability to act as sole, co- or successor trustee. Additionally, we’ll maintain a close working relationship with your accountant and legal counsel to ensure all activities are completed as you intend.

Guardian of the Property/Conservator

The role of a Guardian of the Property/Conservator is to manage the financial affairs of a minor or individual with mental or physical limitations. Guardianship services include the investment and management of all assets including non-financial assets, the payment of bills and expenses, the creation of a budget and overall cash flow requirements, and the coordination of medical expenditures and insurance filings.

Trust Administration

Our trust administration services include discretion on behalf of your beneficiaries, professional asset and endowment management, and protection of your assets from excessive taxation and/or unforeseen personal, business or health risks.