PERSONAL TRUST (Revocable Living Trust)


TCK TRUST & FINANCIAL ADVISORS, in its capacity as Trustee or Co-Trustee of your personal trust, will work with you in all aspects of the administration of your account.  Our relationship will include the following services:  

§         Assurance of Proper Trust Funding

§         Asset Safekeeping

§         Individual Portfolio Management

§         Income Collection

§         Income and Principal Distributions

§         Bill Paying Service

§         Periodic Statement of Assets

§         Periodic Transaction Statement

§         Annual Account Summary

§         Summary for Income Tax Return Preparation

§         Income Tax Planning

§         Planning for Future Family Needs

Let us assist you with the daily ordeal of making investments and paying bills.  You will receive professional investment management within guidelines suited to your individual needs.  Periodic statements will be reviewed with you, to keep you abreast of the account transactions and investment performance. Income will be reinvested as it is received.