Personal Trusts

As an advisor to individual trustees, TD Banknorth Wealth Management Group provides custodial and administrative services for a wide range of trusts. Most importantly, we understand the personal, legal and financial responsibilities of a trustee.

In a trust relationship, you naturally stand to benefit from our broad investment capabilities. However, you can also arrange to have us perform special services on your behalf - from full financial management to day-to-day bill paying.

Every financial, personal or legal option we consider on your behalf is done with the same start-to-finish diligence and professionalism you expect from us. This provides you a level of convenience quite unmatched in other financial relationships.

As in any TD Banknorth Wealth Management Group relationship, you will enjoy the simplicity of one consistent point of contact and a trusting relationship with someone you know is carefully guarding your interests. At the same time, you benefit from the vast knowledge base and resources your financial advisor will be leveraging on your behalf as a member of the TD Banknorth Inc. financial family.

Services

Living Trust
Testamentary Trust
Irrevocable Life Insurance Trust
Charitable Remainder Trust
Estate Planning

Contact Wealth Management

To learn more, please call us at 800-871-8101 or e-mail us at Wealth_Management@TDBanknorth.com.