Living Trust

Maximum Flexibility
No matter what happens, a Living Trust ensures that your affairs will be handled according to your wishes. Your Living Trust simply provides the guidelines for your trustee in all areas of decision-making and investment management.

Even if you become disabled, your trustee can assume all financial duties, including bill paying. We often act on behalf of our clients in personal matters, too, especially if no family members are nearby.

This level of personal responsibility demands the highest standard of care and attention. As your trustee, we take the time to understand your unique situation and family relationships. Only then can we be certain our actions would meet with your approval.

As your trustee, it is our duty to follow your instructions, as set out in your Living Trust, to the letter. Of course, your Living Trust can be modified in any way you choose during your lifetime.

Living Trust clients also benefit from complete investment management and custodial services. At Sovereign, responsive service combined with careful research and investment advice give our clients the results they have every right to expect.

For detailed information about the many services Sovereign provides, please call your local Wealth Management Advisor.