At Southside Wealth Management & Trust, we offer a full range of trust and estate services. Whether we serve as a trustee, executor, agent, or agent for trustee, we can assist with the following:
Revocable Trusts
Irrevocable Trusts
Charitable Trusts
Court Created Trusts
Life Insurance Trusts
Management Trusts
Trusts Under Wills
In addition to offering these services, our advisors can assist a variety of clients including:
Individuals
Families
Non-Profit Organizations and Foundations
Family Limited Partnerships (FLPs)
Limited Liability Companies (LLCs)
Trusts
Estates
Corporations
Let's talk about how we can serve you.
If you'd like for us to reach out to you, just fill out the form and someone will respond to you within 24 business hours. If you'd like to speak with someone, call one of the numbers below.
