Individuals named as Trustee often require assistance in the management of the trust with regard to:
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Managing family/beneficiary dynamics, |
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Investing the trust assets prudently, |
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Day-to-day administration and recordkeeping, |
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Tax services, or |
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Proper safekeeping of the trust assets. |
An Agent for Trustee arrangement provides valuable and efficient trust management to assist in satisfying the Trustee's fiduciary responsibilities. The Trustee retains access to all account detail and operations through a secure password protected Web site. Account information may also be accessed by beneficiaries and the Trustee's other advisors, if desired.
To learn more about how the experienced group of trust professionals can help you and your attorney during the trust planning process, contact one of The MassMutual Trust Company Trust and Estate Consultant today. |