Preserving your assets is not only one of your primary goals - it’s ours too.
At Cape Cod 5, we can assist you by serving as a fiduciary with direct responsibility for preserving and transitioning your wealth to future generations and by fulfilling your legacy goals. Our fiduciary role as a sole trustee, or co-trustee of your personal and charitable trusts or as the personal representative of your estate is one of great trust, integrity, responsibility and care. It’s our promise and our commitment to you.
Trustee Services
Serve as trustee or co-trustee of revocable and irrevocable trusts as well as family and marital trusts, special family situation trusts, life insurance trusts, generation skipping trusts and foundations
Provide the professional administration and fiduciary expertise needed to effectively serve our clients
Act as an independent third-party corporate trustee we provide continuity, unlike individual trustees who may become unable or unwilling to serve
Distribute assets pursuant to the terms of the trust instrument coordinated with the management of trust assets
Relieve family members by providing professional investment management geared towards the directives of the trust, while treating beneficiaries impartially and helping to mitigate potential family conflicts
Ensure taxes are prepared and filed, provide bill paying services and assist with banking needs
Present you with a transparent fee f i which includes investment management
Personal Representative Services (Executor)
Serve as personal representative, co-personal representative or agent for personal representative
Professionally carry out your wishes, relieving family members of the burden of estate settlement
Provide objectivity and sensitivity when dealing with family members
Provide experience in handling complex and technical tax and settlement matters
Ensure tax efficient distribution of assets to heirs
Assess a single fee that is determined at beginning of estate settlement process
