Comprehensive Trust and Estate Services Focused on You
Creating and leaving your legacy requires thoughtful planning and careful execution. At Baker Boyer, our Wealth and Trust Advisors help you design, implement, and manage trust and estate strategies that reflect your goals and values.
Whether you need professional trustee services or support settling an estate, our team works with you to ensure your wishes are carried out with care and precision. We collaborate closely with your attorney, accountant, and other advisors to coordinate the financial, legal, and administrative details involved.
Serving as both advisor and fiduciary, we are committed to acting with diligence, integrity, and discretion. Our team is here to help protect your legacy and provide peace of mind.
With the experience and resources to administer all types of trusts, we provide fiduciary asset management and administrative support. We help ensure your wishes are carried out and your legacy is preserved for generations.
For your estate, we excel in facilitating discussions to help you and your tax and legal professional team establish the right plan for you. Our Advisors work alongside your team to address your specific concerns and help coordinate key details as you create a plan designed to preserve your legacy and support future generations.
At Baker Boyer, estate settlement is about more than administrative tasks—it’s about providing steady guidance during one of life’s most difficult transitions. Our Wealth Management team can serve as Personal Representative, assuming fiduciary responsibility for the estate and relieving families of complex financial and administrative obligations so they can focus on supporting one another and moving forward.
Our Trust and Wealth Advisors work closely with families and professional advisors to deliver thoughtful, coordinated estate settlement services. Through clear communication, careful oversight, and respect for each family’s unique circumstances, we help bring order, continuity, and confidence to the process—ensuring wishes are carried out with care and intention.
Why choose Baker Boyer as your corporate trustee?
Choosing a corporate trustee is a decision about confidence, continuity, and disciplined stewardship over time. Serving in a fiduciary role requires experience, sound judgment, and an unwavering commitment to carrying out a trust exactly as intended. This work has been part of Baker Boyer's foundation since 1925, and it remains central to how we serve families today.
A corporate trustee provides objective oversight and long‑term stability in a role that can be complex, time‑intensive, and emotionally draining for individuals or family members. Acting as a fiduciary means every decision is made solely in the best interests of the trust and its beneficiaries, guided by clear standards of care, consistency, and accountability. This independence helps reduce the risk of conflict, ensures adherence to the trust’s terms, and supports thoughtful decision‑making and administration over time.
As a corporate trustee, we assume responsibility for the ongoing management of the trust. This includes overseeing trust assets, maintaining records and accountings, coordinating tax and legal matters, communicating with beneficiaries, and ensuring all fiduciary and regulatory obligations are met. This work is supported by seasoned advisors with deep experience in trust administration, investment oversight, and long‑term fiduciary stewardship.
By centralizing responsibility with a corporate trustee, families are relieved of day‑to‑day administrative burdens and the personal pressures that can accompany them. The result is consistent stewardship, reliable execution of the trust’s intent, and dependable management designed to support beneficiaries today and across generations.
Our Wealth Advisors bring deep experience, thoughtful guidance, and a commitment to understanding what matters most to you. By taking the time to learn your goals, values, and priorities, they provide personalized strategies designed to support your financial well-being today and for generations to come.
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