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Trust

Plante Moran Trust is a chartered trust company specializing in all areas of personal trust administration to assist you in creating continuity, ensuring family harmony, and preserving your legacy.
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A trust can be an effective way to manage and protect assets, in accordance with your wishes, during your lifetime and for future generations.

At Plante Moran Trust, our team of experts can serve as trustee, co-trustee or agent for trustee and specialize in trust administration, estate settlement, family office services, and foundation and charitable trust administration. We will partner with you and your advisory team to develop a customized solution to reduce administrative burdens and promote communication and practices that encourage healthy relationships between grantors, trustees, and beneficiaries.

From our commitment to integrity and deep intellectual capital to our white glove service, you will have peace of mind knowing that your trust administration, oversight, and implementation are properly executed.

Trust Thought Leadership

  • Preserving your digital legacy: How to include online accounts in your estate plan

    Digital assets such as online investing accounts, social media profiles and blogs, and photo-storing sites could be lost forever when you die, if you don’t plan ahead.

    Drew Hayes Wealth Management
    Article February 24, 2021 4 min read
    Man working at home in casual clothing using his laptop computer at a kitchen table.
  • Choosing a Trustee? Keep these things in mind

    Trustee selection is an important part of estate planning. Most grantors need to name multiple trustees, but they often fail to consider trustee capacity, competency, and succession when planning. Our experts explain. 

    Cheri Stein Wealth Management
    Article February 4, 2021 6 min read
    Elderly man hanging out with grand children in a family living room.
  • Personal wealth roundtable: 2021 in view
    What does comprehensive wealth management look like in 2021? View our on-demand webinar for a discussion of strategies and planning ideas that will help you become financially well-rounded this year.
    Jim Baird Wealth Management Dawn Jinsky Wealth Management Jeff Watkins Wealth Management Mark Corombos Wealth Management
    Webinar Tuesday, Jan. 12, 2021 45 min watch
    Person walking across a suspension bridge
  • Accidental trustee? Options for support and guidance
    Selecting or serving as a trustee can raise challenges for families, particularly those who choose individual trustees. Here’s what the trustee role entails and key ways to build the right team of support.
    Jonathan S. Grossman Wealth Management
    Article December 4, 2020 5 min read
    Woman standing in front of a window

Our Trust Team

Plante Moran Wealth Management’s greatest value to clients is our team of over 250 professionals. We enter into each relationship with the intention of serving as a trusted advisor and know that earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your financial goals.

 

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