Our Expertise

The power of trust

Peace of mind is within reach. By understanding your choices, outlining your goals, constructing a plan for your legacy, and working with capable advisors, you can build confidence for today and the future, one step at a time.

For some, the best thing about accumulating wealth is the ability to share it with those closest to them. For others, it may mean leaving a legacy to causes closest to their heart. No matter the goal for one’s wealth, a personal trust is an effective way to control and protect your assets during your lifetime and later provides a smooth transition of your personal and business matters for your loved ones. A well-conceived trust can help manage assets in accordance with your wishes and remove administrative challenges from your beneficiaries.

At Plante Moran Trust, N.A. — a nationally chartered trust company — 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’ll work closely with you and your advisory team 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 can rest assured that your trust administration, oversight, and implementation are properly executed and your assets are in safe hands.   

Our services

Agent for trustee
Choosing a trustee is one of the most important decisions you’ll make for your estate — and the responsibility can be a lot to manage for even the most capable. Our agent for trustee services not only help reduce the administrative requirements of trustee duties but provide holistic investment management and guidance and support for key trustee decisions.
Estate settlement
Estate settlement can be complex, but the right expert can help you get through it as seamlessly as possible. Whether the estate is settled in probate or through a trust, we’re here to serve. We assist with the numerous tax returns associated with settlement, administration of accounts and distributions, legal matters, personal counseling, and beyond.
Family office bill payment
There may be a host of reasons why a family office approach to managing your daily financial affairs might make sense — perhaps you’re overseeing a successful business, traveling more frequently, or simply want more coordinated management of your financials. With full accountability and the credentials of a chartered trust company, Plante Moran Trust, N.A. can serve as your family office and manage your affairs effectively, discreetly, and with the assurance of confidentiality.
Foundation & charitable trust administration
A charitable giving foundation isn’t just an important part of your legacy, it can be a meaningful, lasting expression of your core values. We bring a deep understanding of the complexities of charitable trust administration — from cash management to gift administration and tax compliance, we’re ready to help you advance your mission.
Trustee or co-trustee
Our trust team understands the significant responsibility of administering and protecting family wealth. We work seamlessly with your trusted advisors and attorneys to assist with account statements, custody and care of financial assets, distributions, and more.

I believe PMT has the nimbleness and responsiveness more similar to that of a small firm, but the breadth of knowledge and services of similar large institutions. It is my experience that the team follows through and delivers on promises and, furthermore, remains very cost-competitive with its peers.
Thomas D.

Disclosure: Thomas D. is a client of Plante Moran Trust, N.A. as of 1/1/2024. No compensation was paid for his testimonial. Your experience may be different.


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Your situation is unique; so is our service approach. As a nationally chartered trust company, our experts will integrate with your team of advisors as well as leverage the resources and expertise across all of our affiliate accounting, tax, and consulting firm, Plante Moran. Our team specializes in all areas of personal trust administration to help you create continuity, ensure family harmony, and preserve your legacy for future generations.

Our goal is to provide you peace of mind on what matters most — that your wishes will be carried out as you intend and that your assets are secure.