Trust Administration & Estate Planning
Our Estate Planning and Trust Administration forms the cornerstone of our firm and is our primary area of expertise. Whether you have children, own a home or investment property, or preparing for retirement - having a solid Estate Plan is essential to safeguard what you’ve worked so hard to build. A well-crafted Estate Plan can minimize or eliminate estate taxes, ensure a smooth transfer of assets, and provide a clear plan for managing assets in case of incapacity or other unforeseen circumstances.

At The Vanguard Trust we work with you to ensure your assets are passed on according to your wishes. Our goal is to give you peace of mind, knowing that your loved ones will be taken care of, no matter what life brings.