Essex Financial Services

Trust Services

What types of trusts are available?

Personal trusts are financial instruments that may be used for tax or control purposes. They are often associated with the care of minors or the incapacitated, but serve other purposes as well.

We can advise on and administer personal trusts on behalf of an agent, custodian, guardian or conservator. We can also assist with trusts under will.

Institutional trusts operate much the same way, but for the benefit of corporations or other legal business entities. Essex Financial Services has considerable experience establishing and administering both personal and institutional trusts. In addition, Essex Savings Bank offers a full service Trust Department that
works in conjunction with our Financial Advisors.

If you think you might benefit from implementing a trust, please give us a call.

This site is published for residents of the United States only. Essex Financial Services' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact us for information and availability.