TRUST AND ESTATE SERVICES

Providing fiduciary guidance is an important business at Draughn Partners. Our focus on objective supervision assures that un-biased decision makers carry out your precise instructions. We work closely with all beneficiaries to make certain their needs are met and advice is offered as needed.

In the event that the selection of a corporate trustee is important, Draughn Partners has demonstrated an expertise in identifying suitable corporate trustees. Reliable trust administration and a structure that transitions through generations can be a challenge. Corporate trustees will not retire, not move away, get sick or even die while managing the long-term responsibility of trusteeship.

Our services include:

• Evaluating and selecting suitable custodians for trust assets
• Developing and implementing assets allocation strategies
• Providing detailed reporting to all beneficiaries and co-trustees
• Conveying supporting documentation for tax professional at our clients' request