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" TCA is an advisor friendly trust company, receiving 3 stars, the highest ranking available "

Bloomberg Magazine

TCA TrustCorp America (TrustCorp) is an independent corporate fiduciary offering personaltrust servicesprimarily in the mid-Atlanticregion.TrustCorp distinguishes itself through consistent, highly personalized, face-to-face client service emphasizing the use of trusts and their importance in sound estate planning. TrustCorp works closely with clients to provide as much planning, investment and administrative service as necessary to satisfy all of their estate planning and trust needs. Free consultations are provided, and, if desired, are tailored to complement any existing relationship with a financial professional.

TrustCorp can serve as trustee, successor trustee, agent for trustee, co-trustee, personal representative, executor, or as agent for personal representative.

While TrustCorp handles corporate accounts our clients are primarily individuals who are beneficiaries under an existing trust and are seeking a new trustee, or individuals who need to create or update their estate plan. Although many trust companies have established significant minimum asset levels to initiate a trust, TrustCorp is equipped to service trusts of all sizes. TrustCorp woks with most types of trusts including revocable trusts, trusts under will, charitable trusts and life insurance trusts.

In 1997, TrustCorp acquired the trust department of Taneytown Bank and Trust and proceeded to offer trust services to its client base. In April of 1999, TrustCorp entered into a strategic alliance with Union National Bank of Westminster, MD, to provide trust services to its customers.

Family members and friends are frequently named "trustee", in wills and trust documents. Unless such persons have experience and knowledge relevant to the required responsibilities, the duties can be overwhelming. The Corporate Trustee, like TCA, does not get distracted, become incapacitated, go on vacation or die. It performs all of the administrative, accounting, financial and tax record-keeping duties necessary to discharge the requirements specified in the trust documents.

Most of TrustCorp's DTC securities are held under a custody agreement with The Bank of New York, or such other custodian (i.e. Schwab, Fidelity, etc.) as chosen by TCA to best meet the client's goals. Through this arrangement, TrustCorp's clients are then able to work with outside money managers and investment advisors who are able to provide a higher level of results oriented service because they specialize and focus solely on the client's needs.

 
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