For peace of mind you can count on.
As one of Michigan’s first trust-only banks, Greenleaf Trust is uniquely qualified in all areas of trust and estate administration. Acting as sole trustee, co-trustee, agent for trustee or successor trustee, we provide competent and objective management of financial assets, real estate, business interests and other related assets.
With an exceptionally high level of professionalism and fiduciary excellence, as trustee, we work closely with our clients (and where applicable their tax attorney and other trusted advisors) on, for example:
- Oversight of investment assets in conjunction with our research team
- Oversight (and liquidation/distribution as applicable) of non-traditional assets such as real estate, notes, bonds, and closely held stock
- Coordination of tax and estate planning, tax filings and returns, and delivery of appropriate information to trust beneficiaries
- Making discretionary decisions as directed by specific trusts to make distributions to beneficiaries
- Consistent and professional contact with all parties having a beneficial interest in a trust
Frequently Asked Questions about Trust Administration
What are the advantages of a corporate trustee over an individual?
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A corporate trustee like Greenleaf Trust provides permanent continuity, specialized tax expertise and unbiased mediation. Unlike an individual, we are not subject to illness or life changes, ensuring your trust is administered with professional objectivity and that your family’s legacy is protected for generations.
Can I name Greenleaf Trust as a successor trustee?
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Yes. Naming Greenleaf Trust as a successor trustee ensures a seamless transition of management if your current trustee can no longer serve. We step in with full fiduciary expertise to handle asset distribution, tax filings and investment oversight according to the exact terms of your trust.
How does Greenleaf Trust handle complex trust assets like real estate?
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Our team has deep expertise in managing non-financial assets, including residential and commercial real estate, closely held business interests and oil and gas rights. We provide professional oversight, valuation coordination and strategic management to ensure these assets are preserved and productive within the trust.
What is the role of a Trust Relationship Officer?
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Your Trust Relationship Officer is your primary advocate for trust-related decisions. They ensure the legal and administrative requirements of your trust are met while serving as a compassionate, objective point of contact for beneficiaries, helping to navigate sensitive distribution needs and long-term estate goals.
How does Greenleaf Trust maintain beneficiary confidentiality?
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As a privately held, trust-only bank, we maintain the highest standards of client confidentiality. Trust administration is a private process that avoids the public probate court system, ensuring your family’s financial affairs and distributions remain secure and out of the public eye.
Does Greenleaf Trust work with my existing attorney or CPA?
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Absolutely. We believe in a collaborative approach and regularly coordinate with your outside legal and tax professionals. This ensures your estate plan, tax strategy and investment portfolio are perfectly aligned, providing a unified front for your family’s financial security.