Trust Administration

Trust administration empowers WatersEdge to manage your finances on your behalf while you are living and to oversee the settlement of your estate after your death.* These services are designed for single or married senior adults who lack the necessary family support to meet these needs, and who have a strong desire to use their estate for charitable purposes.

Trust administration is an extension of the estate planning process. When you create or update an estate plan through WatersEdge, you’ll have the option to establish a revocable (or irrevocable) trust and designate WatersEdge as your trustee. You may also choose to name WatersEdge as your power of attorney. These designations allow us to manage your finances while you are living, including paying bills, overseeing investments and filing your taxes.

At your death, WatersEdge will coordinate the settlement of your estate, ensuring your possessions are distributed according to your wishes, including charitable gifts to your church or other ministries you wish to support.