Guide to what is Trust Administration. We explain its checklist, process, examples, parties involved, and best practices.

A trust officer, also known as a trust administrator or a trust manager, is a banking professional who offers services related to trusts, often for a bank, trust company or investment management firm. Consider a lateral career move or a certification, such as the Certified Trust and Fiduciary Advisor or the Certified Estate and Trust Specialist credentials, to improve your chances of securing ...

Trust and estate administrative services are essential to ensure your intentions are preserved and executed seamlessly. These services provide professional management and oversight of assets, guaranteeing a smooth transition of wealth according to your wishes and helping to maintain the integrity of your estate plan.

We provide end-to-end fiduciary, investment, accounting and administration services for family trusts.

Are you considering a trust or thinking of establishing a private foundation? At Bank of Texas, we provide both trust administration and estate administration. Our professionals will work closely with you to reduce transaction expenses and minimize uncertainties for your beneficiaries.

Our trust and estate planning services can help preserve your wealth and protect your family’s legacy. Learn more about how we can work together.

Trusts vs. Wills A trust is a fiduciary arrangement that can be created while you are alive. A will is a legal document that takes effect after you die. The person who handles the estate administration of a will is called the executor or personal representative. In contrast, the person who manages the assets of a trust is the trustee.

Bank trust departments offer two main types of service: trust administration and investment management. Trust administration involves distributing funds and any trust assets in a manner that adheres to the terms of the trust. Investment management services invest and divest assets according to the trust documents.

Trust Administration Services For individuals and families with complex wealth transfer, estate planning, charitable giving and guardianship needs, Fifth Third Private Bank offers customized trust and administration services.