Trust and Estate Settlement Services

Sandy Spring Trust is qualified to provide comprehensive fiduciary services. We can be named the Trustee or Co-Trustee, as well as the Personal Representative of an estate (also known as Executor or Executrix). If you serve in one of these roles, we are also available to help you navigate the complex responsibilities of a fiduciary.

A fiduciary is an individual or an entity in which another has placed the utmost trust and confidence to manage and protect their property or money. The fiduciary is obligated to act in the sole interest of the beneficiary, as well as to follow the terms of the trust document. This requires a broad knowledge in fiduciary administration, investment acumen, and estate and trust law.

If you are considering naming an individual to serve as a fiduciary of your trust or estate, or if someone has asked you to serve as a personal representative or trustee, you should consider the related responsibilities carefully. Review the role in its entirety, and consider whether you could benefit from our Fiduciary Services.

  • Disclosure

    Insurance provided by Sandy Spring Insurance, an affiliate of Sandy Spring Bank.

    Insurance payment option is only available to Sandy Spring Insurance clients. Payment processing is provided by Elavon Financial Services (Convergepay) and subject to their terms and conditions. Elavon Financial Services is not affiliated with Sandy Spring Bank.

    Not FDIC Insured | No Bank Guarantee | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

  • Disclosure

    Sandy Spring Trust is a division of Sandy Spring Bank. Neither Sandy Spring Bank nor Sandy Spring Trust acts as a substitute for the legal and tax advisers you, your family and business will need. Our staff works closely with your advisers to coordinate your overall plan.