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Trust Services- Individual

Many individuals and businesses offer wealth management services. But we try to approach it differently. We thrive on earning our clients' trust and confidence. That's why our first step is always to sit down and listen.

MutualWealth Management Group provides trust services to clients throughout our state and beyond the borders of our country. Our personal trust experts grasp the complexity of the business and provide tailored solutions. We work work closely with your attorney, accountant and other trusted advisors prior to making tax-reducing recommendations. If you already have a current plan in place, we can provide a review to ensure it properly reflects what you intend and is suitable for current tax laws. 

Our consultative approach to developing solutions unique to each client's specific need and situation is what put us on the map. And our flexibility to life's ever-changing needs is what keeps us there. Change is inevitable. It's our job to help you plan appropriately.

In addition to assisting in the planning process, MutualWealth offers expert knowledge and experience in the area of trust administration. The purpose of planning is to formalize the future arrangements with respect to how those you care for will be looked after in your absence. As a professional trustee, we will invest trust assets, coordinate with legal and tax professionals and make distribution decisions based upon thorough analysis of your legal documents. We can serve as sole trustee or work in conjunction with a trusted friend or family member in carrying out your detailed wishes. Our ultimate goal is to give you the peace of mind that comes with knowing that trusted professionals will stand in your place, to fulfill your desires and help care for those most important to you.

At MutualWealth Management Group, we are relationship driven. We understand what works for our clients, and we deliver smart solutions, with real results. 

Estate Planning

When the time comes, you want to ensure that your heirs receive the assets that you intend for them to have and that they pay the lowest taxes possible. The best way to achieve this is by implementing a good plan. MutualWealth will help you review your current plan and make suggestions, as your situation requires.

And, if you name Mutual as your trustee or personal representative, we will work directly with your legal advisor to assist in crafting and implementing the best possible plan for you and your specific circumstances. 

  • Current estate plan document review
  • Asset ownership review
  • Estate tax reduction planning

Estate Administration

When your will is prepared, you'll need to name a personal representative, who will administer your estate and distribute your assets to your beneficiaries, as you have directed in your will. You may want to give consideration to naming a corporate fiduciary, such as the MutualWealth Management Group, as your personal representative. We have the necessary experience and resources to represent your estate and your beneficiaries. 

  • Unbiased representation in executing your final wishes
  • Continuity of service to your beneficiaries
  • Protection of your accumulated wealth

Trust Services

  • Revocable living trusts
  • Irrevocable trusts
  • Charitable trusts
  • Insurance trusts
  • Retirement accounts
  • Guardianships
  • Estate Administration

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