An Advocate When One Is Needed the Most
The legal system can be overwhelming, and finances, confusing. Often, it is difficult to know who to trust.
Our job is to be an unbiased and trustworthy Advocate for every client - Protecting & managing their assets; Honoring their wishes; Providing for the quality of life they deserve.
At Valley Trust Services, we take enormous pride in our reputation, as providers of fiduciary services, delivered with excellence and kindness.
OUR SERVICES
Personal Trust Services
Estate Settlement & Escrow Account Services
Agent for Executor or Trustee
We can serve as trustee offering professional asset management and administrative services, including managing and investing trust assets; distributing trust income and principal according to trust agreement directives; keeping detailed records of all transactions; preparing the trust’s tax returns; and providing you and other beneficiaries with regular statements of account.
Agent for Executor or Trustee
Estate Settlement & Escrow Account Services
Agent for Executor or Trustee
If you have been named to serve as executor of a family member’s or friend’s estate, we can perform many of the administrative functions including handling the estate’s recordkeeping, helping you invest the estate assets and preparing any required reports for probate court, and/or the estate’s beneficiaries.
Custody Accounts
Estate Settlement & Escrow Account Services
Estate Settlement & Escrow Account Services
As custodian of your investments, we can protect your securities and deposit dividends and interest payments; distribute investment income; execute, buy and sell orders on your behalf; keep you informed about mergers, conversions, bond maturities (plus any other events that may affect your investments); and provide periodic statements of all your account transactions.
Estate Settlement & Escrow Account Services
Estate Settlement & Escrow Account Services
Estate Settlement & Escrow Account Services
As Executor of your estate assets, we can perform a number of essential functions, including managing and investing assets, paying your estate’s expenses, collecting debts, preparing tax returns and much more.
Our seasoned trust officers are well versed in all the intricacies of administering escrow accounts. We can act as an escrow age
As Executor of your estate assets, we can perform a number of essential functions, including managing and investing assets, paying your estate’s expenses, collecting debts, preparing tax returns and much more.
Our seasoned trust officers are well versed in all the intricacies of administering escrow accounts. We can act as an escrow agent to carry out your instructions along with the safekeeping of assets.
Honors, Affiliations & Partnerships
