Trust Services

Trustee Services

Using AndroscogginTrust as Your Trustee

AndroscogginTrust can serve as your corporate trustee, which simply means that we are obligated to follow your instructions and act in your best financial interests. In essence, we are your personal financial expert, advisor, counselor and dedicated professional all in one.

Clients choose to designate a corporate trustee for a variety of reasons, but most are looking for a Maine-based, proven and unbiased professional asset manager with whom they can partner to ensure their financial future. In addition, AndroscogginTrust works closely with attorneys, insurance agents and accountants on behalf of Trust clients.

Benefits of using AndroscogginTrust as your Corporate Trustee include:

• Investment management expertise
• Assistance with tax planning and reporting
• Assistance to your family during difficult times
• Ability to assume all relevant responsibilities
• Required to be unbiased and impartial when making trustee decisions
• Includes a team of investment, trust, and planning experts
• Experienced in deciphering, interpreting and explaining Trust agreements
• Ability to custody many types of assets
• Provide Account Statements (paper or electronic)