Weston Patrick, P.A.

A Professional Association Since 1897

Estate Planning, Trusts and Probate Administration

Trust, Fiduciary & Family Office Services

At Weston Patrick, we enjoy a long history of providing fiduciary services to our clients. Our partners are seasoned professionals, acting as trustees over hundreds of in-house trust accounts and as co-Trustees with major financial institutions. In addition, our attorneys are often asked to serve as personal representatives, executors, custodians and guardian/conservators. Owing to the trusted relationships we have cultivated with our clients, we also proudly offer family office services to clients who require our counseling in a greater inter-generational context.

Each of our fiduciary and family office clients has direct access to his or her trustee, personal representative or executor, as well as our skilled and dedicated staff of paralegals. In addition, each client is paired with a trust officer who can be contacted directly. Each fiduciary issues quarterly statements, reports and annual accounts (in a format that can be filed with the Probate Court). Up-to-date account information is also provided through secure on-line access.
Each attorney in this association is an independent professional who is not responsible for the practice or liability of any other attorney in the association except for those directly employed by or practicing in partnership with that attorney.