Trust Services

With Meridian as your Trustee, you can feel confident your objectives will be met, no exceptions.

Meridian’s team of trust officers is

highly experienced. Your family will

benefit from our knowledge and expertise.

Revocable Living Trusts

LIVE WITHOUT THE WORRY.

Let Us Manage Your Trust.

 

Meridian will take care of all the details for your trust, such as check writing and bill payment, coordinating tax preparation with your CPA, and reporting to the beneficiaries.

 

Meridian provides easy to understand, state-of-the-art reporting and online access for your trust account.

 

We will ensure that the objectives set forth in your trust are carried out so that your family will receive the highest level of care and guidance in the future.

Experience & Expertise

Professional Collaboration

We coordinate and collaborate with

your CPA and attorney to provide

everything you want for generations

to come.

Estate Executorship

We pride ourselves on promptly and

efficiently paying out your estate as

you direct in your will or trust.

Testamentary Trusts

Charitable  Trusts

Foundations

Endowments

Guardianships

NEED HELP WITH YOUR TRUST?

We Can Help You.

CONTACT

© 2018 Meridian Trust & Investment Company Facebook Twitter LinkedIn Website by 42sd