As administrators of trusts and estates, Parallel works with clients, beneficiaries, and their advisors to provide peace of mind and fulfill a range of fiduciary responsibilities grounded in wealth planning and a focus on objectivity, expertise, and continuity.

Corporate Trustee Services

Family dynamics, estate planning, tax considerations and liquidity needs are some of the roles a fiduciary must address when managing trusts. Our goal is to alleviate burdens of the family, balance competing interests, and administer the trust as the grantor intended. 

Estate Settlement Services

Settling an estate can be an emotional and complex process. A corporate trustee provides full services to settle an estate by safeguarding assets, communicating to the family and beneficiaries, preparing final tax returns, distributing personal property, selling or retitling personal or commercial property and the distribution of special assets.