Trustee Services

BB&T is well qualified to administer your trusts and manage the trust assets for the long-term benefit of your beneficiaries. BB&T can serve either as sole trustee or as a joint trustee with a family member or another advisor. BB&T’s services as trustee include:

• Safeguarding the trust’s investment assets
• Maintaining complete financial records
• Distributing income and principal according to the directions of your will or trust agreements
• Providing detailed statements to the beneficiaries and filing the trust’s income tax returns
• Reporting to the probate court, when necessary
• Working in concert with your attorney and other personal advisors to achieve your objectives.

You can rely on your Private Client team and BB&T fiduciary specialists to fulfill all of the responsibilities associated with your trusts, delivered with our hallmark personal service – to you and your heirs.

 

 

Please see our disclosure.