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Good corporate trustee in upstate NY?

Home Estate Planning Good corporate trustee in upstate NY?

  • Avatar readicculus 
    Participant
    Status: Physician
    Posts: 2
    Joined: 12/05/2017

    Anyone have any recommendations for a good, low-fee corporate trustee in upstate NY that will work with a passively managed, broadly diversified, low-cost index portfolio?

    I’ve already looked into Vanguard, but unfortunately Vanguard can’t serve as the corporate trustee for a trust established in NY state.

    Thanks in advance.

    #124105 Reply
    Hank Hank 
    Moderator
    Status: Attorney
    Posts: 1391
    Joined: 03/27/2017

    If you’re a member of a credit union, you might want to look at Members Trust Company. http://memberstrust.com

    #124131 Reply

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