ENCORE TRUSTS

A trust-centered financial life provides countless benefits that aren't available in other investment vehicles. At Encore Trusts, we make sure you have everything you need to succeed... Your clients are in good hands. We take care of everything. We provide the attorney and facilitate the preparation of quality, time-tested trust documents. We provide the individuals to act as the Settlor, Initial Trustee, Compliance Overseer. Our staff helps transfer assets into the trust, close down existing accounts and business if required, drafts necessary minutes and prepares any and all required tax returns. With Encore Trust you know that your client's trust-based financial plan will achieve what they set out to accomplish... We provide fully outsourced trust administration, compliance monitoring, and advisory services, supported by web-based tools that keep everyone on the same page.

Primary location: Pleasant Grove United States