Special Trust Services
Often the most meaningful aspects of a trust relationship are neither legal nor investment related. A relationship with Equitable Trust implies the highest level of care and service and may include:
- Securities custody and record keeping
- Contracting for household management and services
- Household payroll
- Mortgage servicing, rental payments and insurance coverages
- Scheduled and directed bank deposits
- Arranging secured loans
- Scheduled and intermittent bill payments
- Arranging care for disabled or elderly family members
- Serving as an impartial intermediary among various trust beneficiary interests