Fiduciary Services

Fiduciary Administration

The structure of any estate plan is only as effective as the fiduciary who administers it.  Together with your attorney, accountant, and other advisors, Weyburn Trust provides administration and advisory services to preserve and manage your assets for the benefit of your family and other beneficiaries.

Weyburn Trust provides comprehensive fiduciary administration services for individuals, closely held businesses, estates, trusts and beneficiaries, including:

Trust Administration - Sole or co-trustee, successor trustee, testamentary or inter vivos appointments, or as agent for an individual named as trustee, including:

  • Irrevocable Trusts
  • Revocable Trusts
  • Insurance Trusts
  • Charitable Trusts

Estate Administration - Sole or co-Personal Representative, or as agent for an individual named as Personal Representative

  • Probate Administration
  • Estate Settlement

Private Foundation

  • Application and Grant Administration
  • Grant Recipient Selection and Due Diligence

Attorney in Fact for Finances under Durable Power of Attorney (in connection with fiduciary appointment to facilitate transfer of assets)