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Trust Services

PRESERVE YOUR WEALTH. PROTECT YOUR LEGACY.

Preserving and transferring wealth requires more than investment expertise. It demands trust, careful planning, professional administration, and unwavering fiduciary commitment. Waverly Advisors’ Trust Services provide sophisticated, personalized solutions to protect assets, minimize taxes, and ensure continuity across generations, whether for family, business, or charitable goals.

Why Trust Planning Matters

Estate planning extends beyond federal taxes, with state taxes, administrative complexity, and family dynamics shaping the legacy you leave. Trust planning is not just about wealth, but about confidence, continuity, and peace of mind. Our trust professionals collaborate seamlessly with investment managers and tax specialists, upholding the highest fiduciary standards and always placing your interests first through transparent fees, regulatory oversight, and professional accountability.

Personalized By Design. Unwavering Fiduciary Commitment

We treat every client as unique, with a dedicated relationship manager who takes the time to understand your goals, values, and family dynamics, providing thoughtful, customized trust solutions. Our trust professionals collaborate seamlessly with investment managers and tax specialists, and with the highest fiduciary standard, placing your interest above all else through transparent fees, regulatory oversight, and professional accountability.

Comprehensive Trust Services

Asset Management & Investment Oversight

Disciplined portfolio management aligned with trust objectives, including risk management, rebalancing, and tax-efficient strategies.

Service you can trust

Beneficiary Services & Communication

Clear, transparent communication, distribution management, reporting, and beneficiary education.

Service you can trust

Tax Administration & Compliance

Coordination of fiduciary tax reporting, K-1s, and collaboration with your CPA to ensure full compliance.

Service you can trust

Special Asset Administration

Oversight of complex assets such as closely held businesses, real estate, and concentrated positions.

Service you can trust

Fiduciary Accountability & Reporting

Detailed trust accounting, regulatory compliance, and professional liability protection.

Service you can trust

Additional Trust & Fiduciary Services

Estate Settlement

We provide comprehensive estate settlement services from probate filing through final distribution. Our team manages the administrative and fiduciary aspects of the process and works closely with attorneys and CPAs to ensure timely and accurate tax compliance.

  • Probate administration
  • Asset inventory and valuation
  • Debt and expense settlement
  • Coordination with CPAs for required tax filings
  • Final distribution of estate assets
Charitable Giving

Our trust professionals help structure charitable giving strategies that support the causes you care about while aligning with your broader estate and tax planning goals.

  • Charitable trust structures
  • Tax optimization strategies
  • Legacy and philanthropic planning
Strategic Tax Planning

We deliver strategic tax planning designed to minimize tax liabilities while preserving and transferring wealth efficiently, using proven planning and optimization techniques.

  • Tax liability minimization
  • Wealth preservation strategies
  • Transfer planning and optimization
Agent for Trustee Services

Our Agent for Trustee services allow individual trustees to delegate specific administrative responsibilities while retaining their fiduciary role. We manage the operational complexity of trust administration to support effective oversight.

  • Administrative duty delegation
  • Ongoing operational support
  • Trustee oversight and reporting
Trust Administration

We offer comprehensive trust administration services covering day-to-day management, compliance, and beneficiary reporting to support long-term fiduciary success.

  • Asset management
  • Income and principal distributions
  • Tax compliance and record-keeping
  • Beneficiary reporting
Special Needs Trust

We provide specialized administration for special needs trusts, with a focus on enhancing quality of life while preserving eligibility for essential government benefits.

  • Benefit preservation
  • Quality of life support
  • Regulatory and compliance oversight
Conservatorship

We provide professional conservatorship services for individuals who require court-supervised management of financial affairs. Our approach emphasizes fiduciary responsibility, transparency, and protection of the conservatee’s best interests.

  • Court-appointed conservator services
  • Financial management and bill payment
  • Asset protection and oversight
  • Court reporting and ongoing compliance
Our Roles
  • Trustee
  • Successor Trustee
  • Co-Trustee
  • Agent for Trustee
  • Personal Representative (Executor)

*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Waverly Advisors, LLC does not serve as an attorney, accountant, or insurance agent.  Waverly Advisors, LLC does not prepare legal documents, nor does it sell insurance products.

Contact Us

Phone: 205.871.3334

Have questions or want to learn more? Get in touch with us!

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