Trust Services

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

Meridian's trust team has an average of 20 years experience each in trust work, having served in a variety of roles for a multitude of different trust types.

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

Trusts involve multiple parties, and we cover all your bases. As trust manager we coordinate with your CPA, communicate with beneficiaries, and provide simplified reporting to grantors.

Estate Executorship

From beneficiary distributions to auctions, our job is not done until your estate is dissolved according to your objectives.

Testamentary Trusts

Charitable  Trusts

Foundations

Endowments

Guardianships

NEED HELP WITH YOUR TRUST?

We Can Help You.

CONTACT

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