Trust & Estate Services

Clarity and confidence for every generation

Trust and estate planning is not only for the wealthy. It is for anyone who wants to make sure their wishes are followed, their loved ones are cared for, and their assets are managed properly in life and after.

Download our trust services brochure below.

What trust and estate planning can help you do

• Protect and manage assets during your lifetime
• Minimize taxes and simplify estate administration
• Provide for family members or charitable causes
• Plan for incapacity or unexpected life events
• Coordinate asset transfers according to your wishes

Download our final wishes brochure below.

See how smart trust and estate planning can help you protect your legacy and care for the people who matter most.

Our approach to trust and estate services

At Highland Trust Partners, we work with families to create thoughtful, coordinated plans that align with their goals and values. Our role is to guide, simplify, and connect by helping you collaborate with your attorney and tax professionals to build a strategy that gives you lasting peace of mind.

We do not draft legal documents or provide tax advice. Instead, we bring a financial perspective that ensures your estate plan fits seamlessly into your larger financial picture.