Jeanne Heikkinen, Assistant Vice President for Trust Administration
Often, an extension of our long-term and deep relationship with clients and their families results in our being asked to serve as personal trustee.
You will observe our due diligence in the trust oversight process – we cross the t’s and dot the i’s. We are experienced and knowledgeable serving as trustee for many different kinds of trust designs including: revocable living trusts, irrevocable testamentary trusts, charitable remainder trusts, and irrevocable life insurance trusts.
Your Portfolio Manager will serve individually and will perform the following administrative duties for you with care and accuracy: reviewing tax returns, providing trust accounting reports, and delivering annual accounting to beneficiaries.
As your trustee, your Portfolio Manager will provide personal, confidential, and accountable investment and administrative services.