Trust Services
At Sabal Trust, we understand the role of trustee. As your appointed trustee, we dedicate ourselves to protecting your assets and ensuring that your intentions are carried out. When you become a trust client, a dedicated relationship management team will be assigned to oversee your account. Your team, with the necessary degree of sensitivity, will recommend courses of action and make prompt decisions on your behalf and on behalf of your beneficiaries.
Sabal Trust can serve in a variety of roles today
or in the future to include:
- Trustee
- Co-Trustee
- Successor Trustee
- Successor Co-Trustee
- Investment Manager for the Trustee
As Trustee, Sabal Trust will protect your assets
and ensure your intentions are carried out by:
- Constructing a portfolio using our asset allocation strategies to achieve your goals
- Communicating regularly with all interested parties
- Monitoring and providing periodic reviews of the trust portfolio and its administration
- Prudently exercising discretion according to the terms of your trust
- Addressing relevant tax matters
- Actively addressing your needs as they arise