Protect What You've Built
The right plan can help protect your assets, support your loved ones, and provide greater peace of mind for the future. Our team is here to help you navigate the process with personalized guidance.
Trust Services
Trust services can help manage assets according to your wishes, support loved ones, and provide ongoing oversight for future needs.
Best for
Individuals and families who want professional support managing assets for beneficiaries, future generations, or specific goals.
Estate Settlement
We can serve as executor with administrative responsibilities following the loss of a loved one.
Best for
Families, executors, or personal representatives who want knowledgeable support during the estate settlement process.
Custody Services
Custody services provide safekeeping, recordkeeping, and reporting support for assets held as part of a broader financial plan.
Best for
Clients who need organized asset administration and clear reporting from an experienced financial partner.
Fiduciary Guidance
As a fiduciary, Somerset Trust is committed to acting in the best interests of the clients and relationships we serve.
Best for
Clients who want objective guidance, careful administration, and a long-term stewardship approach.
A Fiduciary Approach to Long-Term Stewardship
When Somerset Trust serves in a fiduciary role, our responsibility is to act in the best interests of the clients and relationships we serve. We bring thoughtful guidance, careful administration, and a long-term view to trust and estate planning.
Best-Interest Responsibility
We are committed to acting with care, loyalty, and attention to the responsibilities entrusted to us.
Personalized Guidance
We take time to understand your goals, family needs, financial picture, and long-term wishes.
Careful Administration
Our team helps manage details, documentation, communication, and ongoing responsibilities with professionalism.
Long-Term Perspective
We focus on stewardship that supports your intentions today and helps prepare for future generations.
Guidance From a Team You Can Talk To
Trust and estate planning involves personal decisions, family priorities, and long-term responsibilities. Our Trust & Investment Management team brings experience, care, and steady guidance to help you think through your options and move forward thoughtfully.
Trust & Estate Planning FAQs
Trust and estate planning can involve important personal, financial, and family considerations. These answers provide a general overview and can help you prepare for a conversation with our team.
A will provides instructions for how assets should be distributed after death, while a trust can provide ongoing management and distribution of assets according to specific terms. The right approach depends on your goals and circumstances.
A trustee is responsible for managing trust assets and carrying out the terms of the trust. Responsibilities may include recordkeeping, distributions, investment oversight, and administration.
Yes. Somerset Trust can serve as trustee for certain trust arrangements, providing professional administration, recordkeeping, asset management, and ongoing oversight according to the terms of the trust agreement.
Major life events such as marriage, divorce, births, deaths, business changes, or significant financial changes are common reasons to review your estate planning documents and strategies.
Every situation is different. Trusts may be useful for individuals and families who want additional control, asset management support, or long-term planning strategies. Our team can help you explore available options.
Let’s Move Forward, Together
Open an account, explore your options, or receive personalized guidance from a local expert.