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Trustee Services

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Contact Us

Call us at 800-362-8893 or send us an e-mail.

Our experienced professionals provide you with a complete package of customized trust services.

Escrow agent/custodian

Safeguards cash and securities, fulfills investment instructions, and collects and disburses funds as well as:

Assists in complying with provisions outlined within the governing agreement
Collects investment income when due and principal upon maturity or sale
Acts as neutral third party
Completes directed investments in permitted investments
Receives and safeguards assets on behalf of all parties
Processes scheduled, fixed or same-day disbursement of funds

Clients/transactions

Municipalities
School districts
County governments and authorities
Community and state colleges and universities
State governments and authorities
Not-for-profits
Corporations
Health care

Transportation
Housing
Variable rate
Pooled loan
Buy/sell escrow
Sale/lease-back
Document custody
Lease escrow

Corporate trust services are not offered in Maine, Massachusetts, New Hampshire or Vermont.

SECURITIES AND INSURANCE
NOT FDIC INSURED	NO BANK GUARANTEE	MAY LOSE VALUE

Securities and other investment and insurance products are: not a deposit; not FDIC insured; not insured by any federal government agency; not guaranteed by TD Bank, N.A. or any of its affiliates; and, may be subject to investment risk, including possible loss of value.

TD Wealth Management is a service mark of The Toronto-Dominion Bank. Used with permission.