Fiduciary Services

Couple in park with dog

Choosing a fiduciary is an important decision.  Eastern Bank excels in this role.  At Eastern Bank Wealth Management, our team is comprised of knowledgeable and well experienced officers with administrative capabilities to fulfill our fiduciary duties as corporate trustee and/or personal representative.

Eastern Bank Wealth Management
As a Corporate Fiduciary

As a corporate fiduciary, our objective is to remain an impartial fiduciary, placing the best interests of all beneficiaries first.  Our team of trained professionals have years of experience in handling trust and probate matters and have extensive knowledge of Trust Codes and the Massachusetts Uniform Probate Code. As you begin to consider your estate planning needs our fiduciary team working with your relationship manager can provide expertise in developing and implementing an investment strategy that is consistent with the terms of your trust instrument.

Eastern Bank Wealth Management
As a Personal Representative

Eastern Bank Wealth Management may serve in the role of personal representative.   Our team of professionals have years of experience in the estate settlement process enabling Eastern Bank Wealth Management to offer comprehensive services in the gathering and valuation of assets, payment of debts, filing of estate, gift and income tax returns, coordination with other professionals, locating beneficiaries, managing the probate property and ultimately the distribution of the assets.