Trust Services
Trusts help you ensure that your assets are managed according to your wishes and pass to your beneficiaries intact.
As part of a tax strategy, trusts can also be used to help you keep more of the assets you’ve worked so hard to accumulate.
Northwestern Mutual can serve as trustee, co-trustee, or successor trustee in a wide range of situations, providing services to help you:
- Manage, supervise and provide regular reports of investments and their performance.
- Preserve family harmony when carrying out your intentions.
- Ensure continuity of stewardship that can endure for generations.
Our trust services cover a range of trust types, including:
- Revocable Living Trusts.
- Irrevocable Trusts.
- Charitable Remainder and Lead Trusts.
- Generation-Skipping Trusts.
- Marital and Credit Shelter Trusts.
By choosing Northwestern Mutual as your trustee or co-trustee, you’ll benefit from objective trust administration and expert investment management that can provide financial growth and security for your family.