Grandfather enjoying time with grandson

Trusts and Estates Overview

Protecting your family’s finances for generations

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.

Tompkins’ trusts and estates team has a unique depth and breadth of experience, and our priority is to carry out your plans. Having roots in our local communities enables us to provide personalized service with a focus on individual relationships. As a result, our relationships with beneficiaries endure for generations, and span throughout the United States and abroad.

Our expertise includes:

  • Seasoned trust officers from diverse backgrounds with decades of combined experience.
  • Trust counsel with extensive private practice experience.
  • Tax professionals to guide you through the many filing requirements associated with trusts and estates services. 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.

Connect with a Trust Officer to get started or learn more about trusts and estates administration

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