Estate Planning & Trust Services/ Philanthropy
Capturing and protecting the vision of your legacy, together with our team, we will create a lasting plan that is a reflection of your desire for continuity and clarity, maximizing the value to those people and causes you cherish.
Trust Services
Our professional services, PTC, N.A., can serve as custodian, trustee, co-trustee or agent for trustee to ensure effective trust administration. Our bank can also serve as corporate trustee of trusts with directed investments and can administer estates as executor or co-executor, so the wishes, as expressed in your will, can be carried out in an objective, timely and efficient manner as planned.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@foundationwealthpartners.com | 972-332-1523 Allen Office
info@foundationwealthpartners.com | 817-754-1790 Southlake Office