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Trust & Fiduciary Services

We're part of your financial team.

When choosing a trustee to carry out your instructions, you need a partner who's committed for the long term and enjoys a close working relationship with you. We've been helping Massachusetts and Rhode Island families like yours for several generations, providing trust accounts and related services. We'll work with your estate planning attorney, accountant and other advisors to create the estate plan you desire.
Wealth Transfer Planning in Uncertain Times*

Pass Code: RLT108322

Boston Business Journey Investment Adivser in Massachusetts

Let us help you create your estate plan.     contact us

Preparing your estate for future generations

Our goal is to transfer your wealth to heirs and beneficiaries exactly as you wish.

We prudently manage your investments, seek opportunities to minimize tax liabilities and ensure your trust is followed to the letter.
Family Estate planning docs

Rely on our extensive experience in preparing and administering all manner of trusts.

  • Living trusts
  • Testamentary trusts
  • Family trusts
  • Marital trusts
  • Irrevocable and revocable trusts
  • Generation-skipping trusts
  • Charitable remainder trust

As a full-service advisor, we provide multiple fiduciary services that complement our trust creation and administration services.

Estate Settlement: Our estate settlement experts will make sure your plan is executed efficiently and in accordance with your wishes to remove the burden of what can be a complex and time-consuming process.

Financial Planning: We take a comprehensive approach based on your unique situation and goals.

Tax Preparation: As part of our fiduciary services, we prepare estate and trust tax returns, along with comprehensive tax letters to assist in the preparation of individual tax returns.

Bill Management: Free up more of your time by letting us take care of bill payments, deposits and related tasks.
*Rockland Trust Company does not endorse, does not guarantee, and disclaims liability for the views expressed, and the products and services offered, by the guest speakers at this program. 
Not Insured by FDIC or Any Other Government Agency / Not Rockland Trust Guaranteed / Not Rockland Trust Deposits or Obligations / May Lose Value