Estate Administration & Trust Management

Taking the stress out of settling your estate

You've worked hard building wealth for your family, retirement, the eventual transfer to loved ones, and important charitable gifts. We’ll help you protect it and pass it on.

Personal trusts

As your Trustee, UBT manages your assets during your lifetime, incapacity, and after death according to your wishes as outlined in the trust.

Estate administration

We’re uniquely suited to settle your affairs and protect, collect, and distribute assets according to the instructions in your will.

Asset custody

Let us take care of the day-to-day burden of safekeeping investments, executing trades, and maintaining transaction and tax ledgers.

Charitable trusts

We can help you with a Charitable Remainder Trust that passes wealth to heirs, with the remainder going to your charitable causes.

People You Can Trust

Experience, professionalism, and caring

Each of our Trust and Estate Administration professionals brings a wealth of experience and industry knowledge. Collectively we cover all facets of trust administration, masterfully carrying out your plans as you intend. Perhaps most importantly, it's all done by people (like Brad) who are sensitive to family dynamics and emotions in a time of grief.

Find a Trust Professional

Advantages of naming UBT as your fiduciary

Unparalleled expertise

You get the collective talents of our attorneys, CPAs, CTFAs, CERTIFIED FINANCIAL PLANNER™ Certificants, and seasoned trust administration professionals.

Evaluation and guidance

We’ll take the time to understand your unique situation and needs, then work with you and your attorney to make sound decisions and create the right plan for you.

Acting in your best interests

As your fiduciary, you can be confident that our trust administration experts will take care of your assets with your interests as our top priority.

Easing the burden

Many feel that naming a family member as Trustee is an honor. In fact, it can be quite overwhelming. Naming UBT to carry out your wishes eases these duties in a time of grieving.

Making sure it’s done right

Estate administration is what we do every day, so you can be confident in the expertise we bring to the table, with a sharp eye on details.

Sensitivity and compassion

When protecting assets that your family has worked so hard to accumulate, we are very sensitive to family relationships and emotions during a stressful time.

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