Trust Administration

Trust Administration

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Trust Administration Professional Trust Administration

Managing a trust requires two very important skill sets - excellent fiduciary oversight and comprehensive administration.

When serving as trustee, we are highly skilled in exercising fiduciary judgment and demonstrate impartiality, fairness, and sensitivity to the needs of the beneficiaries we serve.

At the same time, we offer beneficiaries comprehensive trust management. Our services include:

Custody of assets
Maintaining detailed records of all account transactions
Issuing periodic principal and income statements and asset summaries
Maintaining tax records, including tax basis adjustments
Preparing and filing fiduciary income tax returns
Preparing and delivering tax information summaries to beneficiaries
Maintaining an inventory of trust assets and their value, and keeping detailed transaction records
Paying bills as appropriate
Promptly collecting income
Tracking dividend notices, bond calls, and maturities
Keeping record of taxable and tax-exempt income

Secure Account Sign In

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Online Brokerage

Wilmington Brokerage Services Company accounts are now M&T Securities accounts.

Simply log in as usual to view your account information. WBSC has transferred your account to M&T Securities, Inc. (MTS), the M&T Bank affiliate that offers brokerage, annuities, and insurance products from locations in M&T Bank branches.

Online Portfolio

Your ability to view your portfolio online has not changed, simply log in as usual to access your information.