Fiduciary Services

The Fiduciary Services team at Loring, Wolcott & Coolidge manages and oversees the financial and legal responsibilities associated with clients' trust and estate plans. This includes administering trusts, ensuring compliance with legal and tax obligations, providing trust accounting and reporting, and offering guidance on estate planning and philanthropic efforts. The team collaborates closely with clients to safeguard their assets and facilitate the long-term achievement of their financial goals and legacies.