Highly-Credentialed Experts Working For You

You've Worked Hard to Build Your Wealth

Choosing a Trustee, Co-Trustee or an Agent to act on your behalf is one of the most important financial decisions you'll ever make. For many years, SouthState Wealth has helped families build estate plans to provide financial security for surviving family members, to pass assets to future generations and to charity, and to reduce estate taxes. Our highly-credentialed and seasoned trust professionals will work closely with all parties to a trust, including attorneys and tax advisors.

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We are Committed to Personal Attention to Our Trust Clients

We combine a strong investment group with experienced and knowledgeable Wealth Advisors and a professional support team that is dedicated to ensuring fulfillment of your objectives. We adhere to the strict ethical standards required of a fiduciary. Integrity is the cornerstone of our commitment to you. You’ll enjoy the peace of mind that comes with knowing that your needs will be met, and that your assets are protected.

As your trustee or agent, we will safeguard and manage your assets, which allows you to pursue other interests. As a co-trustee, we will work with you to accomplish your goals, while performing the day-to-day functions required to administer the trust. As a successor trustee, we will serve in your place at your incapacity or death, or if you simply no longer wish to shoulder this responsibility.

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Tailored and Proactive Guidance When You Need It Most

Serving as your Trustee, we are accountable for performing the following duties:

Faithfully following the terms of the trust agreement
Managing the trust assets which can include marketable securities, real estate or other assets
Safeguarding and valuing the trust assets
Evaluating and making distributions based on the wishes of the grantor
Complete impartiality in decision-making
Handling all record-keeping
Preparing and filing all tax information

Drawing on our years of experience, we provide tailored, proactive assistance in identifying the trust structure that best meets the needs of different generations of trust beneficiaries.

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