Caldwell Trust Company Sevices
We are true fiduciaries and that is all we do. We handle family affairs privately and in confidence. We can serves as your. . .
- Custodian and Investment Advisor to safely hold your assets and manage investments to attain your financial goals.
- Financial Manager to maintain your financial records, and even pay your bills if you wish.
- Trustee to assume full responsibility for total management of all trust affairs, under Living Trust or Will.
- Personal Representative to distribute your Estate under terms of your Will, or serve as Agent for your Personal Representative.
- Corporate Guardian to handle all your financial matters and free family members to supply your personal care.
- Retirement Plan Trustee to assist you, as plan sponsor, with fiduciary, plan-related, and administrative responsibilities.
We report to you every month on a statement you can easily read that provides timely data with unsurpassed accuracy. And, you can have Internet access to your account information 24 hours a day.
