Trust Services:
Protect. Preserve. Provide.

There’s a reason they call it a trust. Our trust services professionals administer your trust assets impartially and carefully – in keeping with the terms of the trust and the best interests of all beneficiaries.

Communication is key. We provide periodic accounting of all transactions and valuations and are available to discuss adjustments to distributions as circumstances require.

Interested in learning more about Tri-Star’s Trust Services? Click here for more information.

Contact us to discuss how a trust might be right for you.

Providing a Final Service to a Long-Term Client

A true Tri-Star story

Tri-Star was the court-appointed Trustee for a long-term Tri-Star client showing signs of dementia. Knowing the client’s desire to stay in her home, we hired in-home caretakers to care for her prior to her death. She had a prepaid funeral plan in place, but our trust administrators helped make additional funeral arrangements, including choosing the music and writing the obituary, drawing on the information we learned from her over the pre-dementia years. After so many years of serving her as a client, it was an honor for the people of Tri-Star to be able to perform this final client service.

“Along with financial management, Tri-Star’s trust management skills provide me a peace that my loved ones will always be in good hands.”