Services

By partnering with Plante Moran Trust, you benefit from a range of services developed specifically to help you preserve, protect, and grow your wealth.

Our trust services help you:

• Promote financial independence and freedom
• Provide a framework for sound money management
• Conserve assets
• Support financial and estate planning strategies

Our services at a glace:

• We serve as trustee of your revocable or irrevocable trusts, affording you peace of mind and continuity of service regardless of the availability of a particular staff member.
• In situations where we serve as trustee with investment responsibility, our affiliate, Plante Moran Financial Advisors, provides an investment approach that’s independent, objective, and non-proprietary — a differentiator in our marketplace and superb for fiduciary situations.
• We can also serve as trustee with an outside investment advisor. Clients who have a long-standing relationship with an investment advisor and who have a need for a corporate trustee have found that we can provide the ideal solution.
• If your family seeks bill paying and other asset oversight services, our family office services offer you a solution.
• Our escrow services on the sale of businesses, full probate estate administration services, and our ability to serve as agent can assist personal representatives or trustees with accounting, investment, and tax expertise.