When working with Tompkins, you can count on us to be thoughtful and prudent stewards. Our decades of experience and roots right here in the local community demonstrate how we are committed to your family’s financial future. We do not just work here – we’re your neighbors and friends, so you can trust us to carry out your intentions.
Trust Administration
- Unbiased trust administration
- Dedicated trust professional assigned to each client’s account
- Sound stewardship of trust assets in accordance with the prudent investor standard
- Thoughtful exercise of distribution discretion
- Integrity in carrying out the grantor’s intentions
Estate Administration
- Careful handling of even the most complex and challenging estates
- Experienced administration of estates with charitable beneficiaries
- Skilled collection, protection and administration of estate assets
- Management of the probate process for smooth, timely and orderly distribution
Tax Services
- Preparation of tax forms to track and report all taxable income and deductible expenses for trusts
- Preparation and filing of trust tax returns and K-1s for taxable income and deductible expenses for trust beneficiaries
- Preparation and filing of trustee and executor accountings
- Preparation of annual charitable trust filings