Trusts & Estates
Boston Trust Walden is a trust company that can serve as a professional trustee on various types of trusts and as a professional personal representative (executor)
of certain estates — an exclusive offering for select investment management clients.
As a professional trustee, we can provide fiduciary services for the duration of a trust that benefits multiple generations of families. This essential service ensures that administration, tax filings, beneficiary distributions, and investment management of trust assets will not be disrupted for years or decades depending on the termination terms of the trust.
As a professional personal representative (executor), we have the in-house fiduciary expertise to oversee the administration of high-net-worth estates from start to finish, ensuring all aspects of our fiduciary duties are carried out to estate settlement.
Services We Offer
Boston Trust Walden offers a full range of fiduciary services, including, but not limited to:
Trust and Estate Administration
Custody of assets, coordinating fiduciary income and estate tax return filings, preparing notices to beneficiaries, accountings, overseeing court filings, bill paying, recordkeeping, etc.
Distributions
Beneficiary distribution requests are reviewed under appropriate oversight to ensure distributions are made in accordance with governing trust documents.
Investment Management
Prudent investment management of trust assets in consideration of current and remainder beneficiaries and any income or principal distribution requirements.
Contact Us to Learn More
For more information about our Fiduciary Services offerings, please fill out the form below.
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