Agency Services

An Agent is a person or organization authorized to act for or in place of another. In essence, an Agent serves as a trusted representative, carrying out specific financial or administrative responsibilities under the authority granted to them.

Appointing an Agent allows individuals, families, corporations, and organizations to maintain control over important decisions without becoming overburdened by the day-to-day management and administrative demands that often accompany those responsibilities.

Legacy Private Trust provides professional, independent Agency services designed to ensure that duties are performed accurately, responsibly, and in accordance with the authority granted. Our role is to support decision-makers while delivering experienced oversight, administrative expertise, and fiduciary discipline.

Responsibilities

• Trustees and Estate Trustees (Executors) who require professional administrative support in fulfilling their fiduciary duties
• Individuals appointed under a Power of Attorney for Property who may benefit from experienced financial and reporting assistance
• Corporations and organizations seeking independent agency or escrow services
• Custodians who require structured administrative support
• Individuals or entities involved in transactions requiring an Escrow Agent

Our services are designed to complement — not replace — the authority of the appointed decision-maker. We work alongside those entrusted with responsibility, helping them carry out their role effectively and confidently.