Trust / Estate Administration

We offer a full range of trust options tailored to your individual needs. Trusts may be used to fulfill your financial wishes - whether your goals are to be in control of assets, philanthropy, or tax savings. The Private Client Group can act as sole trustee or work with named individuals in a co-trustee capacity. A Trust will help avoid the publicity of probate when your estate passes to your heirs and relieve you of as many, or as few, of the day-to-day tasks in managing your wealth as you choose.

Check out the flow chart of
Duties of an Illinois Executor

You'll also find out more by clicking below.

• Wealth Management
• Investment Management

• Additional Services
• PCG Staff

You may login to your PRIVATE CLIENT GROUP account or your HEALTH SAVINGS ACCOUNT by using the pull-down menu on the left side of every page listed under "Access My Private Client Account(s)." If you are not currently set-up with a login and password to access your accounts online, please call our office (217.787.3100) to request this online look at your financial picture.