Solicitors
How we can help you
State Trustees sees an opportunity to collaborate with solicitors, within the following areas:
- Solicitors within plaintiff law firms
- Retiring solicitors who are Trustees of Trusts
- Solicitors who have clients that are Trustees
- Solicitors who have clients in need of Trusts
State Trustees can help with Trust Administration, Deceased Estate Administration, Financial Planning and Genealogical Services.
We have the skills and experience in developing long-term plans for people who are vulnerable, and dealing with people with special needs on a day-to-day basis.
State Trustees’ financial planning and trustee services can help ensure your client’s funds are used responsibly and applied to their advantage.
We can help relieve the burden of Trust Administration. We have the staff and infrastructure to perform the administrative functions that stand in the way of you and your core legal work.
We can help assist you with the administration of deceased estates and help with locating beneficiaries.
By using State Trustees’ Probate Genealogy Services you can save time, reduce the risk of personal liability resulting from incorrect distributions, close off those annoying, long term files and be confident that distributions have been made to the true and correct heirs.
How we can help support your clients
State Trustees have a complete offering of advice and administration for your clients. In every situation we assess the client’s individual circumstances and recommend a solution that is in their best interests.
We’ve been helping Victorians with their financial needs for over 70 years so they can make the most of their opportunities.
At State Trustees, we provide our expert financial assistance to all Victorians regardless of income, age or personal circumstances. We offer a range of products and services specifically designed to meet the needs of vulnerable beneficiaries.
Why refer clients to State Trustees
- We specialise in Trust Administration with more than 4,000 trusts under management
- We are steadfast and impartial
- We offer personalised service with easy access to dedicated Trust Consultants
- We have in-house experts in taxation, financial planning and property management
- We’ll always be around – so you don’t have to worry what will happen to your clients after you retire
For more information on how we can work together and help your clients
