You’ve worked hard to build a legacy and grow your wealth. Protecting your assets begins with a trustee and executor who is thoughtful in management and discriminating in oversight of your wealth. For generations, Broadway Bank has helped Texans with trust administration that is diligent, objective and focused on the goals of the trust.
We will work together to create a plan of action to:
- Administer and adhere to terms of the trust agreement
- Maintain detailed accounting records
- Distribute income to beneficiaries
- Determine cash flow requirements and living expenses
- Pay bills and make estimated tax payments
- File trust income tax returns
- Coordinate with medical and care providers
- Promote family peace and harmony
Financial freedom begins here