Personal Trust Management - Wealth Advisory | Wilmington Trust: Wealth Advisory: Planning & Trust: Personal Trust Administration
Wealth Advisory
Wealth Advisory
Planning & Trust
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
Managing Director
Email Mark
Tess Pietrucci
Tess Pietrucci
Group Vice President
Email Tess
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© 2018 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation. Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., M&T Bank and certain other affiliates, provide various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management and other services. 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.

Wilmington Trust Investment Advisors, Inc., a subsidiary of M&T Bank, is a SEC-registered investment adviser providing investment management services to Wilmington Trust and M&T Bank's affiliates and clients.

 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  

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.

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