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Personal Trust Management - Wealth Advisory | Wilmington Trust: Wealth Advisory: Planning & Trust: Personal Trust Administration
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Personal Trust Administration

Personal Trust Administration

When creating a trust, you want to ensure that it will be administered with efficiency and diligence. Experience how generations of families have benefitted from our considerable trust management skill.

A high caliber of personal trust administration

Wilmington Trust provides a variety of services designed to help ensure that your trust is efficiently administered to help grow, protect, and preserve wealth for future generations.

Administrative services
  • Administer trust according to the specific terms of the trust agreement
  • Exercise the Trustee's discretion when appropriate
  • Ensure continuity of administration during times of grantor's incapacity or disability
Accounting services
  • Maintain detailed records of all account transactions
  • Issue monthly or quarterly principal and income statements and asset summaries
Available tax services
  • Quarterly review of estimated tax payments
  • Representation at tax audits
  • Assistance with federal and state tax issues
  • Maintain tax records, including tax basis adjustments
  • Prepare and file fiduciary income tax returns
  • Prepare and deliver tax information summaries to beneficiaries

Let us provide the administrative services you need to fulfill your trust objectives.





Mark Oller
Mark Oller
President, Family Wealth, Delaware
Kevin Burke
Kevin Burke
Chief National Director of Fiduciary Administration
Tess Pietrucci
Tess Pietrucci
Fiduciary Managing Director
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© 2019 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark, used in connection with various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management, and other services, offered to trust, individual, and institutional clients by certain subsidiaries and affiliates of Wilmington Trust Corporation. Such subsidiaries and affiliates include, but are not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (operating in Delaware only), Wilmington Trust, N.A., Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Wilmington Trust Corporation is a wholly-owned subsidiary of M&T Bank Corporation.

International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates.

Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

WTIA, WFMC, and WTIM are investment advisers registered with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender

 Investment and Insurance Products
  • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value