Personal Trust and Fiduciary Services:
Freedom and Peace of Mind
By naming a Welch & Forbes professional as your trustee, guardian, or agent under Power of Attorney, you are provided with comprehensive support services, including management of cash distributions, bill paying, assistance with philanthropic programs, and assistance with recordkeeping for fiduciary reporting.
Our goal is to make a real difference in your future by adding new dimensions of freedom, confidence and peace of mind. To learn more about our personal trust and fiduciary services, please complete our confidential contact form or call Ed Sullivan, Vice President, at 617-557-9800.