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Fulton Bank

Estate Planning and Trusts

You want to ensure your bequest is handled in a way that maximizes your benefits and minimizes the complication that could arise from improper planning.

Planning today for your family’s future.

You want to shape your legacy and provide for your loved ones. Clermont Wealth Strategies has the breadth of resources, capabilities, and a team of experienced trust and estate service professionals to make sure your wishes are fulfilled. 

Benefits we bring as corporate trustee

As your corporate trustee, we bring the dedication, knowledge, and expertise to handle the significant duties and responsibilities that trust administration demands. 

Estate Settlement Services

A well-conceived estate plan can provide confidence that your wishes will be carried out and that family members are cared for. We can help efficiently transition your wealth -- working with your advisors to assist with tax and legal concerns.

Our estate settlement services are designed to carry out your wishes and offer your beneficiaries the support and guidance they need during challenging times.

Benefits we bring as corporate executor 

Our Estate Settlement Officers assist families through the estate settlement process. Your advisor will review and probate your will and provide overall management of your estate.

 
Areas of Expertise
  • Trustee Services
  • Estate Administration and Executor Services
  • Trust Document Plan Review

START THE CONVERSATION.

Every client’s story is different. We’re looking forward to hearing yours.

Call 1.866.332.8393

To make an appointment with a Wealth Advisor.