Pierceland Ltd

Wills & Trust Services

We provide services to professional fiduciaries that allow them to devote their time to client relationships rather than systems and operations.

Our services are privately labelled and completely confidential, cost-effective and efficient.

​

Trust services include:

 

• Maintaining in-house trust accounting systems

• Managing custodial relationships

• Developing and maintaining best practice processes and procedures

• Training personnel

• Reports on demand

• Automated income collection

• Income, principal and tax lot accounting

• Scheduled and on-demand remittances

• Daily cash sweep

• Internet access to portfolios and transactions

• Trade settlement and corporate action processing

• Fiduciary and individual tax return preparation (as a separate service)