Administration-Only Model
Advisor-Friendly Trust Services
McLane Middleton Trust Company delivers high-touch fiduciary services focused exclusively on trust administration. As a directed trustee, we concentrate on administering each trust with precision and professionalism, while allowing clients to maintain their existing team of wealth management, financial, and legal advisors.
We do not manage investments, provide legal advice, or offer financial planning, ensuring your existing advisor relationships remain intact. Our role is to provide meticulous, compliant, and personalized administration for families, individuals, and their advisors.
Core Services
What We Do
Professional trust administration services tailored to meet the unique needs of each client.
01
Record Keeping & Reporting
We maintain accurate trust records and provide detailed reports to grantors and beneficiaries, ensuring transparency and compliance.
02
Coordinating & Paying Trust Expenses
Our team manages trust-related expenses, from routine payments to specialized obligations, with precision and timeliness.
03
Discretionary Distribution Decisions
We exercise trustee discretion in accordance with the trust document and grantor intent, balancing beneficiary needs with fiduciary standards.
04
Beneficiary Distributions
We handle all aspects of making distributions to beneficiaries, ensuring accuracy and adherence to trust terms.
05
Tax Coordination
We coordinate the preparation and filing of annual tax returns and accounts, working closely with tax professionals to ensure compliance.
06
Complex Asset Administration
Our team is experienced in administering both traditional assets and complex holdings, including closely held business interests.
Trust Types
Types of Trusts We Administer
Our professionals have deep experience with a wide range of trust structures.
