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Trusts & Estate Planning

You Can Trust in Baker Boyer   

Creating and leaving your legacy requires careful planning, along with thoughtful reflection on the goals that are most important to you. At Baker Boyer, our Trust Advisors work alongside with you to understand those goals and help find answers to those life questions to give you peace of mind.

Whether we serve as your financial advisor or trustee, we will act with the utmost diligence, care, trust, and confidence. We work closely with your attorney, accountant, and other advisors to coordinate the services you need. No matter how complex your trust and financial needs are, we’re here to help. Are you ready to get started?

 Contact an advisor now 

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We offer a wide range of services

Trusts

Our Advisors have been helping design and implement trust for decades. When it comes to managing your trust, protecting your assets, carrying out your instructions, and serving your beneficiaries, we are well prepared to meet your expectations.

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Estate planning

We will help you articulate your goals and intentions regarding your estate plan. We excel in facilitating discussions with your tax and legal professionals to establish the right plan for you and follow through with implementation.

Asset management

Our Wealth Management experts are experienced at incorporating cost-effective, productive investments into your portfolio that will help you achieve your unique financial objectives.

Disability and special needs planning

Our Advisors are proficient in helping families plan for disabilities, manage guardianships, settlements, and special needs trusts, and help beneficiaries who require additional care.

Beneficiary communications and distributions

We take pride in maintaining good relationships with beneficiaries, offering education regarding their interests, reporting and documentation, and providing timely access to trust assets.

Business succession planning

Whether you are selling, planning for succession, or somewhere in-between, Baker Boyer has the expertise and experience to guide you to a successful solution.