Trust Administration
Fiduciary excellence delivered with precision, transparency, and care
A Trusted Partner in Fiduciary Stewardship
Since 1876, BlackRock Trust has served as a fiduciary trustee for generations of families. Our trust administration services combine institutional-grade capabilities with the personalized attention that only an independent, family-owned firm can provide.
We serve as trustee, co-trustee, or trust protector across the full spectrum of trust structures — from simple revocable living trusts to complex multi-generational dynasty trusts. Our team of experienced trust officers, accountants, and legal professionals ensures every trust provision is executed with precision and care.
Fiduciary Standard
We adhere to the highest fiduciary standard, always acting in the best interests of beneficiaries.
Comprehensive Reporting
Detailed trust accounting and performance reporting delivered quarterly and on demand.
Dedicated Team
Each trust is assigned a dedicated team including a trust officer, accountant, and client service associate.
Multi-Generational Focus
Designed to serve families across generations with continuity and consistent governance.
Key Benefits
Why families trust BlackRock Trust with their fiduciary responsibilities.
Impartial Administration
As a corporate trustee, we provide objective, impartial administration free from family dynamics and personal biases. We ensure every beneficiary is treated fairly according to the trust terms.
Expert Document Drafting
Our team works alongside your estate planning attorneys to draft and interpret trust documents, ensuring your intentions are clearly expressed and legally enforceable across generations.
Tax Efficient Management
We employ sophisticated tax strategies to minimize income, estate, and generation-skipping transfer taxes, preserving more wealth for your intended beneficiaries.
Our Trust Administration Process
A structured approach to fiduciary management that ensures thoroughness and transparency at every stage.
Trust Review & Acceptance
We thoroughly review all trust documents to understand the terms, provisions, and grantor's intent before accepting fiduciary responsibility.
Asset Transfer & Registration
Assets are systematically transferred and registered in the trust's name with meticulous documentation and custody arrangements.
Investment Implementation
We implement the trust's investment strategy in accordance with the Prudent Investor Rule and the trust's specific objectives.
Ongoing Administration & Reporting
We manage all administrative duties including distributions, tax filings, accounting, and provide comprehensive quarterly reporting.
Periodic Review & Adjustment
We conduct regular reviews of the trust's performance, distributions, and compliance, making adjustments as circumstances evolve.
Let Us Serve as Your Trustee
Discover the peace of mind that comes with professional trust administration from a firm with over a century of fiduciary experience.
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