Wealth Management Services
Personal Trust Administration
When creating a trust, you want to ensure that it will be administered with efficiency and diligence. Experience how generations of families have benefitted from our considerable trust management skill.
A high caliber of personal trust administration
Wilmington Trust provides a variety of services designed to help ensure that your trust is efficiently administered to help grow, protect, and preserve wealth for future generations.
- Administer trust according to the specific terms of the trust agreement
- Exercise the Trustee's discretion when appropriate
- Ensure continuity of administration during times of grantor's incapacity or disability
- Maintain detailed records of all account transactions
- Issue monthly or quarterly principal and income statements and asset summaries
Available tax services
- Quarterly review of estimated tax payments
- Representation at tax audits
- Assistance with federal and state tax issues
- Maintain tax records, including tax basis adjustments
- Prepare and file fiduciary income tax returns
- Prepare and deliver tax information summaries to beneficiaries
Let us provide the administrative services you need to fulfill your trust objectives.