Bank of Tampa Internal Page - trust-administration-services

Trust Administration Services

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For more information on Trust Administrative Services, please contact Beth Horner, SVP, Trust Director

Our Trust Officers average 20 years of experience in trust administration and are familiar with the legal, emotional, and financial aspects of handling your affairs.  A dedicated Trust Officer is assigned to each account in which The Bank of Tampa is named as fiduciary.  When we serve as Trustee, you will have a team of professionals providing high-quality, efficient and responsive service to you and your intended beneficiaries.

Utilizing a corporate Trustee has numerous benefits: permanence, experience, impartiality, sensitivity to family dynamics, privacy and confidentiality. 

Our Services

  • Dedicated local Trust Officer assigned to each account

  • Experienced Investment Management customized for the beneficiary’s needs

  • Payment of bills and expenses

  • Timely preparation and filing of tax returns

  • Efficient distribution of assets pursuant to the trust document

  • Annual budgeting for appropriate expenditures

  • Committee quickly determines discretionary decisions

  • Preparation of accountings for appropriate beneficiaries pursuant to law

Our professional fiduciary team is able to serve in the event of an original appointment, incapacity, prior Trustee resignation or removal, or death of the current trustee.  We strive to make the transition to a corporate trustee as smooth as possible for our clients and beneficiaries.

Disclosures

We do not practice law, draft legal documents or provide legal advice. Acting as an unbiased third party, we will interpret legal documents and apply relevant Trust law to follow your intent and properly and efficiently execute your trust and estate plan.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not a Bank Deposit Not Insured by Any Federal Government Agency