Personal Trust & Fiduciary Services

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For further information regarding our investment portfolio management services please complete our confidential contact form or call
Ed Sullivan, Vice President, at 617-557-9800.

Personal Trust & Fiduciary Services


When we serve individually as your professional trustee, personal representative, conservator, guardian, or agent under a power of attorney, you can be confident we will carry out your wishes and enjoy the peace of mind that comes with it. We can also replace an existing corporate trustee.

When you appoint a Welch & Forbes professional, you and your family benefit from our extensive experience as well as our comprehensive array of personal trust and fiduciary services. Examples of our responsibilities include a detailed review of your trust, custody of assets, record keeping for fiduciary reporting, management of all income and principal distributions, and fiduciary tax return preparation.