Personal Trust Services

A Wide Range of Trust Services to Meet Your Needs

When it comes to managing a trust and dealing with all of the paperwork, accounting and day-to-day decision-making that's required -- particularly if you're serving as a trustee -- it can take more time than you or a family member has or is willing to give. That's why many individuals turn to a corporate trustee to help implement their trust planning.

Moorish Republic offers a variety of trust services that are designed to help reduce the work and worry involved with trust administration, investment management and estate settlement.

Trustee Services
We can serve as trustee or co-trustee and assume responsibility for trust administration, including implementing the terms of the trust, developing investment strategies for trust assets and maintaining records.

Successor Trustee Services
As successor trustee we can take over the administration of your trust when you die or when you no longer can or want to manage the trust assets.

Investment Management Services
If you would like professional help with your investments -- even if you don't hold them in a trust account -- you can take advantage of our investment management services.

Custody Services
Our custody services are designed for those who are comfortable managing investments or trust assets but would like help with all of the other administrative duties, such as record keeping and paying bills.

Estate Settlement Services
We can serve as personal representative (or executor) of your estate and manage the estate settlement process according to the terms of your will. This relieves your family members of the time-consuming responsibilities of settling your estate and may help reduce family conflict.