Trustee and Estate Settlement Services
We offer a full suite of services to guide clients with trusts and estates. We work with you to create and execute a plan that reflects and aligns with your family’s long-term goals and values.
Far from a dusty legal document, a trust reflects a family’s desire for clarity, continuity, and legacy protection. Our experience helps to ensures your wishes and foresight are the basis of your trust strategy and are carried out in a professional manner that reflects your values and vision.
What We Offer
Tolleson Private Bank2 provides comprehensive corporate trustee and estate settlement services. We have experience working with family enterprises to carry out each settlors’ intent. This includes working directly with beneficiaries on the stewardship of distributions and the day-to-day administration of trusts or estates holding a wide range of assets. Our services allow for seamlessly integrating your estate plan and the wealth transition to future generations.
- Corporate trustee
- Corporate executor
- Individual trust support
- Estate settlement