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When choosing a trust service, research the professional's background carefully, noting how long the service has been in business, any business affiliations or organizations, and contact information. Find out how long the companies have been serving clients in the trust services field. To help you choose a trust service, check out the company's physical location if possible. Is the building clean and well maintained? Meet with a trust service individual. Are staff members courteous and professional, reflecting a positive business attitude? Inquire if the trust service is part of a local, national or international company. Ask if the company has a website where you can find out more information, including company history and detailed outlines of services, such as portfolio management. Make a list of the services each trust service company offers for individual or institutional clients, such as estate planning, diversification, hedging, services of attorneys or CPAs, wealth management, legal documents, portfolio management, wealth and financial strategies, dividend, strategy, business planning and management, valuation, legacy trusts, treaties, corporate tax and offshore accounts. Get rate quotes in writing, and inquire as to the specific services offered. Make sure the trust service is properly certified and licensed. Consider the trust service's reputation in the industry. Get references if possible and check them out. Go online to do your research on the trust service to make sure you hire a reputable company with many years of experience. Remember to take note of the trust service company's availability, hours, and quality of service before choosing a trust service for individual, institutional or off shore customers.
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HMJ TRUST
2001 Kirby Dr
Houston,TX 77019
(713) 523-5502
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LEGACY TRUST COMPANY
600 Jefferson St
Houston,TX 77002
(713) 651-8834
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U S TRUST COMPANY TEXAS NA
1100 Louisiana St
Houston,TX 77002
(713) 982-5000
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SENTINEL TRUST COMPANY LBA
2001 Kirby Dr Ste 2010
Houston,TX 77019
(713) 529-3729
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KANALY TRUST COMPANY
4550 Post Oak Place Dr Ste 139
Houston,TX 77027
(713) 626-9483
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ENCORE TRUST
10411 Westheimer Rd Ste 200
Houston,TX 77042
(713) 334-9577
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LIBERTY PROPERTY TRUST
8831 N Sam Houston Pkwy W
Houston,TX 77064
(281) 955-2000
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AMERICAN CHURCH TRUST COMPANY
14615 Benfer Rd
Houston,TX 77069
(281) 444-5600
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TRUST COMPANY OF THE WEST
333 Clay St
Houston,TX 77002
(713) 739-7961
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HOUSTON TRUST COMPANY
1001 Fannin St Ste 1300
Houston,TX 77002
(713) 651-9400
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AMERICAN DATA SOURCE INCORPORA
4112 Mangum Rd
Houston,TX 77092
(713) 681-8195
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WOODWAY FINANCIAL ADVISORS INC
10000 Memorial Dr Ste 650
Houston,TX 77024
(713) 683-7070
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MORRISON LUCIAN L
2001 Kirby Dr # 1220
Houston,TX 77019
(713) 523-9944
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NATIONAL ESTATE PLANNING INCOR
3100 S Gessner Rd
Houston,TX 77063
(713) 914-8300
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J TAFT SYMONDS
2001 Kirby Dr
Houston,TX 77019
(713) 528-8080
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DYER ROBERTSON & LAMME INCORPO
5847 San Felipe St Ste 1660
Houston,TX 77057
(713) 951-9399
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Trust funds are set up with the help of a trust service because of their complexity and the amount of legal work involved with them. Trust fund services may also be contacted if a person wants to make changes to their trust. A person may want to remove people from their trust, change the way wealth is distributed in the trust or add stipulations and other guidelines to the trust. Trust services may also be contacted by people who may want to transfer control of their trust to another person or party, or add a trustee to their trust fund.
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