The challenge of finding the right trustee begins with identifying a responsive trustee company that provides practical solutions to invidual needs. At Deluxe Services Title, our clients benefit from the services of a trustee who not only administers their trust assets, but who also acts as a trusted advisor, and who considers the unique and personal situations of each client. Because simple answers rarely exist when managing a personal trust relationship, our highly collaborative approach involves legal, accounting, and other professional advisors to assure that all aspects of trust administration - from estate planning to estate settlement - are performed in an accurate and attentive manner.

As a fiduciary, our services include:

• Investment management for trusts and estates.
• Management of real estate, closely-held business and other unique assets.
• Impartiality when carrying out terms of the trust document.
• Detailed reporting and regular communication with beneficiares.
• Recordkeeping and trust accouting.
• Oversight of tax preparation and filing.
• Bill payment.