Plan with Confidence for Your Family's Future

Download two complimentary guides designed to help you understand the essentials of estate planning and the advanced strategies often used by high-net-worth families as complexity grows. 

Estate planning isn't just a set of documents.

 It’s a coordinated system that helps ensure decisions can be made during life, assets are managed during incapacity, and wealth transfers according to your wishes. Our guides walk through how key documents and trust structures work together, and why keeping ownership and beneficiary designations aligned matters. 

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Estate Planning Essentials

A practical overview of the foundational documents and structures that form a strong estate plan — including how decisions are made during incapacity and how assets transfer at death. 

You'll learn about:

  • The core estate planning documents and what each one does (and doesn’t do)
  • How revocable living trusts work — and why properly funding them matters
  • The difference between probate and non-probate assets, and why coordination is critical
  • Considerations for selecting trustees and other fiduciaries who may serve for years or generations
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Advanced Estate Planning Strategies

Designed for families whose wealth, asset complexity, or multigenerational goals require more than core documents — with a focus on durable frameworks, governance, fiduciary oversight, and planning that can adapt over time.

You'll learn about: 

  • When advanced planning may be appropriate (e.g., growing wealth, illiquid assets, special family circumstances)
  • Common objectives and tools, including trust structures, lifetime transfer strategies, and jurisdictional considerations
  • Why advanced planning is interdisciplinary — legal, tax, investment, and fiduciary expertise working together

About Fiduciary Trust Company

Managing wealth and planning a legacy can be challenging in an ever-changing environment. We help high-net-worth individuals and families navigate complexity with confidence through customized wealth planning and integrated strategies that evolve with you.

  • Integrity — 140 year history of integrity, financial stability, and an unwavering commitment to the fiduciary standard.

  • Personal Service — You'll have a single point of contact with an experienced advisor who is supported by a firm that is right-sized and nimble, with over $34 billion in assets under supervision and a 98% average annual client retention rate.

  • Disciplined Investing  —  Our proven techniques and focus on strong risk-adjusted returns are tailored to fit your needs, with tax, estate, and cash needs considered throughout the investment process.

  • Expertise  — Wealth planning, investment, trust, estate and tax specialists - as well as access to New Hampshire's advantageous trust laws - bring a breadth and depth to help you realize your goals.

Let's discuss what's important to you.

Contact Sid.Queler@fiduciary-trust.com or 617-292-6799.
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