Trustee and Fiduciary Services
Trustee, Co-Trustee, Successor Trustee, and Directed Trustee Services
Chain Bridge Bank, N.A. provides trustee and other fiduciary administration services nationwide, including service as sole trustee, co-trustee, successor trustee, directed trustee, or agent for trustee where appointed. These services are provided under trust powers granted by the Office of the Comptroller of the Currency and are administered under governing documents and applicable law.
Overview
Our fiduciary services focus on disciplined administration and long-term stewardship. Each engagement is administered by a dedicated trust officer and supported by systems designed for accurate recordkeeping, reporting, and fiduciary oversight.
Service scope depends on the role accepted by the Bank, the governing documents, and applicable law.
Responsibilities May Include
Depending on the fiduciary appointment and governing document, responsibilities may include administration, reporting, and coordination functions over time.
- Maintaining fiduciary accounting and records
- Communicating with beneficiaries as required by the governing document
- Managing distributions according to trust terms
- Coordinating with legal, tax, and planning professionals
- Safeguarding trust documentation and records
- Providing periodic statements and required reporting
Fiduciary Roles
Sole Trustee
We administer the full scope of trustee responsibilities as defined in the trust agreement, including discretionary decisions where authorized.
Co-Trustee
We serve alongside another trustee, often a family member or attorney, to allocate responsibilities and provide continuity and professional administration.
Successor Trustee
We step in upon a triggering event, such as incapacity or death, to maintain consistent trust administration.
Directed Trustee
We perform custodial and administrative duties while investment discretion is exercised by an external advisor, as provided in the trust agreement.
Agent for Trustee
We assist individual trustees with accounting, reporting, and administrative coordination while authority remains with the named trustee.
Authority, duties, and discretion vary based on the governing instrument, the fiduciary role accepted by the Bank, and applicable law.
Related Trust Services
Explore Specialized Trustee & Fiduciary Services for trusts involving complex assets, sensitive beneficiary needs, or non-standard administrative requirements.
Learn more about Executor & Estate Administration Services for estate settlement, reporting, and fiduciary coordination.
Key Trust & Wealth Contacts
To discuss service scope and engagement considerations, you may contact members of the Trust & Wealth team below.
Jennifer A. Crane, J.D.
Vice President
Director of Fiduciary Strategy
Elizabeth Parks, J.D.
Vice President
Trust Officer
Melissa R. Mercurio
Vice President
Senior Trust Officer
Important Disclosures
Investment products and services are not FDIC insured. Not deposits. Not guaranteed by Chain Bridge Bank, N.A. May lose value.
Chain Bridge Bank, N.A. does not provide tax, legal, or accounting advice. Clients should consult their own advisors.
Chain Bridge Bank, N.A. is authorized to exercise fiduciary powers under 12 C.F.R. Part 9.
Discuss Trustee and Fiduciary Services
To request additional information about trustee and fiduciary services, please contact the Trust & Wealth team to discuss service scope and engagement considerations.
