Trustee Services
Companies affiliated with Wells Investments, Inc. offer trustee services that are pro-grantor, pro-trustee, and pro-beneficiary. These trustee services are designed to provide the grantors, co-trustees, and beneficiaries with a very affordable alternative to the current standard trustee arrangements.
Most corporate trustees consider your trust assets a major source of their revenue. We consider the assets to belong to the client and not a major source of our revenue. This service is designed to facilitate the transfer of assets to the beneficiaries in a reasonable and expeditious manner, with the opportunity for the beneficiaries to inherit money that is legally protected against outside litigation.
Trust Protector Services
For trusts with an existing trustee, or if a grantor wishes to establish a trust with a specific trustee, an affiliated company of Wells Investments offers a trust protector service, which can watch over the trustee and terminate the trustee for any misconduct.
This is also a way to ensure that the trustee does not withhold or delay benefits to trust beneficiaries or unreasonably tie up trust assets in legal disputes. A trust’s “Protector Provision” should be included in any new trust discussions or if trusts are to be updated.
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