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Trust & Estates

  • As successful people understand, it’s not just about you. Your legacy means much more than a word or a number. At Tompkins, we understand the importance of preserving wealth for future generations – we’ve been providing trust, estate, and custody services for more than a century.

    Take a look at some of our services or download our printable pdf:

    Trust Administration

    In the wake of a loved one’s passing, managing their assets can seem daunting. We know the importance of providing distribution with integrity and care, and we will always carry out the grantor’s intentions with thoughtfulness.

    Estate Administration

    An individual’s estate includes more than physical materials. Their life values are equally important and must be protected. That’s why our advisors handle estates with care.

    Fast Facts:
    178
    Years

    of serving multiple generations of families

    Tax Services

    There are many filing requirements for taxes. From income taxes to fiduciary taxes, our experienced team will help you prepare your returns, manage your accounting and take the stress out of the process.

    Custody Services

    Our tailored approach to custody services takes all elements into consideration as we build solutions to meet your family’s needs.

    Tompkins Charitable Gift Fund

    True wealth is about more than money. It's about keeping your family safe, loving your work, having the time to pursue your passions, and the means to support the causes that matter most to you. Established in 1999, Tompkins Charitable Gift Fund helps you share your success with the organizations you want to help thrive. Please visit the Tompkins Charitable Gift Fund website to learn more.

    Please consult with your tax advisor on any tax-related matters.

    Services provided through Tompkins Trust Company.

    Investments and insurance products are not insured by the FDIC, not deposits of, obligations of, or guaranteed by the bank or its affiliates, and are subject to investment risk including possible loss of principal.

    Meet Our Trusts and Estates Team

    Tompkins' trust and estates team has a unique depth and breadth of experience, and our priority is to carry out your plans. If there’s anything we can do for you, please give us a call.