Providing Our Clients Peace Of Mind

At Entrust, we are here to support you in safeguarding your finances and securing your family's future. Our network of licensed fiduciary professionals is dedicated to acting in your best interests, ensuring that your financial affairs are managed with care and precision. We offer a range of services such as trust management, agent under power of attorneys, conservatorship accounting and probate tailored to meet your needs both now and in the future. Trust us to guide you through life's challenges, providing compassionate and reliable support every step of the way.

A Trust is essential for ensuring a seamless transition of assets and decision-making either immediately, during incapacity, or upon death. When a trust is created, the designated trustee administers and carries out the stated provisions. You can have peace of mind knowing your wishes will be carried out effectively.

Entrust can provide all aspects of trust management, offering comprehensive support for individual trustors, beneficiaries,  and their families.

Although we respect our clients wishes, it is not always feasible for family members to act as agents under a financial or health care power of attorney due to potential conflicts of interest, limited expertise or emotional bias.  Entrust is here to support the wishes and best interests of our clients. 

Some estate plans only include a Will. Entrust is willing to perform the duties of a personal representative under such an estate plan. 

Some estate plans require probating. Entrust can be the personal representative of the estate with the purpose of marshaling assets, paying creditors, distributing the estate, and coordinating preparation of final tax returns. 

Conservatorship accounting is vitally important for subsequent court review to ensure transparency, accountability, and protection of the conservatee's assets. Entrust can perform this transactional accounting for you. 

Think of a Lifestyle Concierge as your personal assistant for managing your life or your loved one. If your life is too busy to handle all the little and big things, Entrust is here to help with your specific project management needs. We can assist with budget management, appointment scheduling, errands, travel arrangements, home technology evaluations, social reservations/events; whatever you need to streamline your lifestyle, we've got you covered.

For a monthly fee, we can save you time and reduce stress by addressing your specific needs. Give us a call today to see how we can assist you.