What Sets Peninsula Bay Trust Company Apart

Your clients work with you because they trust you. At Peninsula Bay Trust Company, we believe the relationship you have built together should not end simply because they engage us as a corporate trustee or estate executor. Unlike many other trust companies, we do not require clients to let us manage all assets or change investment advisors based on our preferences.

While our specialties differ, we share the same goal — doing what is best for our clients’ interests and upholding their estate planning intentions. You are the advisor they have hand-selected to manage their assets, and we will work tirelessly to build a strong partnership with you. Our commitment to creating that foundation starts with respect, transparency, and open and honest communication. We are dedicated to being responsive, collaborative, and supportive of the valuable role you play, never undermining it.

Expert Trust Administration and Estate Settlement Services

Partnering with an advisor-friendly trust company like ours ensures your clients receive expert trust administration and estate settlement services without disrupting your ongoing advisory relationship. We assign a dedicated representative for comprehensive management so a client’s loved ones can concentrate on processing their loss and moving forward.

You know that trusts are a valuable estate planning tool, and overseeing them successfully requires specialized expertise that many individual trustees do not have. Peninsula Bay Trust Company does, with an experienced team that provides intricate trust administration and revolutionary strategies for challenging trusts. Unlike many banks and other trust companies, we do not hesitate to partner with clients who may have difficult beneficiaries, an increased litigation risk, or complex assets.

Our personalized corporate trustee services are designed to:

• Ensure client wishes are honored.
• Maintain harmony between beneficiaries.
• Comply with fiduciary standards and state and federal regulatory mandates.
• Promote fairness, integrity, and transparency in trust administration.

As a tenured financial advisor, you also have firsthand experience in how complex and time-consuming estate settlement can be. It all becomes more challenging as wealth grows, often spanning financial institutions, asset classes, and account types. The process can be overwhelming for those with less financial expertise who have never handled the task.

Our professional estate settlement services remove this burden from your client’s friends and loved ones. As the estate’s executor, we handle tasks like the following:

• Gathering and valuing assets
• Navigating probate
• Paying debts
• Making distributions
• Collaborating with tax professionals and attorneys