Name us as your trustee
Choose Trust & Will Trust Company as a primary, co-, or successor trustee, either when creating a trust or by updating an existing plan.
Trust & Will Trust Company
A modern trust company built around your family.
We're a professional, independent trustee. We carry out your wishes and look after the people named in your trust.
How it works
One trusted partner.
Two important roles.
We can step in when a trust needs to be settled and continue providing professional administration for as long as the trust requires. Whether we're named today or called on years from now, our job is to make sure your wishes are carried out.
We step in when needed
When our appointment becomes effective, we take responsibility for the trust settlement process, coordinating assets, obligations, professionals, and beneficiaries.
We provide ongoing care
If the trust continues, our team provides ongoing administration, recordkeeping, reporting, distributions, and fiduciary oversight.
Not every engagement requires all three stages. Some trusts need settlement only, while others require ongoing administration or support during the grantor's lifetime.
Speak with usWhy families choose us
What you can count on.
A professional fiduciary.
We're legally required to act in your beneficiaries' best interest.
Built for more than one generation.
A trust often outlasts the person who created it. We're built to still be here, and still be accountable.
Serious about the work.
Recordkeeping, tax filings, and distribution decisions, handled carefully and explained so your family can follow them.
Open to more families.
Professional trustee services often come with account minimums that leave most families out. We don't.
Modern by design.
Digital reporting and real access to your account, not a paper statement that shows up once a quarter.
Flexible on investments.
If your family already works with a financial advisor, we can work alongside them. If a trust calls for us to manage investments directly, we can do that instead.
Our promise
“We're here to protect more than assets. The relationships and intentions behind them matter just as much.”
Cody Barbo
CEO · Trust & Will Trust Company