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Trustee Services

Choosing the right trustee — and understanding the responsibilities that come with that role — can be one of the most important decisions in your estate plan, with implications for how assets are managed, distributed, and protected across generations. At Mercer Advisors, our trustee services team provides professional, independent trust administration to help clients establish and manage trusts that truly serve their intended purpose. Explore the resources below for guidance on trust types, trustee responsibilities, and how professional trustee services can support your estate plan.

Trustee Services Article

What Is a Trust and When Do You Need One for Your Estate Plan?

Learn the basics of trusts, including revocable and irrevocable options, and discover when establishing a trust makes sense for your comprehensive wealth plan.

A couple talking through an irrevocable trust with their advisor
Trustee Services Article

Irrevocable Trusts: What They Are and When They’re Used

Learn about irrevocable trusts, how they’re used in estate and asset protection planning, and if they’re the right choice for you.

A family talking with their advisor about a will vs trust
Trustee Services Article

A Trust vs. A Will: Which One Is Right For You?

Learn the key differences between a will and a living trust. Consider estate planning strategies for cost, ease, taxes, and more.

Two ladies chatting about revocable trusts
Trustee Services Article

What Is a Revocable Trust? Understanding the Basics of Living Trusts

Learn what a revocable trust is, how it works, its role in estate planning, and how it compares to an irrevocable trust.

A woman talking with her financial advisor about a charitable remainder trust
Trustee Services Article

Understanding Charitable Remainder Trusts

Learn about the different types of CRTS and how they can help with retirement, tax, and estate planning, and charitable giving.

Trustee Services FAQ

What is a SLAT (spousal lifetime access trust)?

See the answer
Trustee Services FAQ

What is a GRAT (grantor retained annuity trust)?

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Trustee Services FAQ

What is a dynasty trust?

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Trustee Services FAQ

What is a revocable living trust?

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Trustee Services FAQ

Who owns the property in a revocable trust?

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Trustee Services FAQ

Do revocable trusts protect against creditors?

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Trustee Services FAQ

Do I need to file a separate tax return for a revocable trust?

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Trustee Services FAQ

What is a non-revocable trust?

See the answer

Further Learning

Listen
Investment Management Podcast

Episode 39 – Financial Planning Is a Prerequisite to Successful Investing

Don Calcagni, Chief Investment Officer, breaks down why financial planning should be the essential first step to building, sustaining, and transferring wealth.

Listen
Investment Management Podcast

Episode 525 – Investment Philosophy vs. Strategy

Discover how your core beliefs shape investment decisions. John Walker and Jason O’Meara break down philosophy vs. strategy for long-term success.

Women & Wealth Guide

Retirement Planning for Single Women: A Complete Guide

A practical guide to retirement planning for single women — covering Social Security, long-term care, estate planning, and an age-specific checklist.

Women & Wealth Article

Beyond Business Growth: Wealth Planning for Women Founders

Many women founders face a three-way financial pull. Learn how to help protect personal wealth, optimize taxes, and plan your business exit — all at once.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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