Trust Administration
from First Republic Bank

First Republic Bank specializes in working with families utilizing - Revocable Living Trusts, Irrevocable Trusts, Testamentary Trusts and Charitable Trusts. Features include a dedicated account officer, consideration of beneficiaries' needs, professional and objective oversight of the management of trust's assets, timely receipt and disbursement of funds, prompt response to requests for discretionary distributions, coordination of fiduciary tax preparation with external accountants, detailed year-end tax ledgers, monthly account statements in electronic or hard copy, online access for client and advisors to view account and complete confidentiality. The bank can also provide customized account statements, combine multiple accounts into a single account statement and provide performance measurement results.