The settlement and management of trusts is complicated and time-consuming. CBFO provides complete services for the drafting, settlement and integration of trusts into new or existing estate plans. We provide comprehensive trust and estate administration and Trustee services, as either a sole or co-Trustee. We can also produce Trusts' annual financial statements and complete compliance or the filing of returns.
Our advice is comprehensive as we seek to ensure that any recommended structure remains flexible, robust and sustainable. Likewise, we regularly review all client trust structures to ensure that they continue to meet the needs and objectives of our clients. Through our close relationships with our clients, we can anticipate future needs or changes in family circumstances and implement the appropriate changes to ensure they continue to meet the dynamic lives of our clients. CBFO provides executorship services to remove the burdens of will and estate administrative management.