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About Exeter 1031 Exchange
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Trust Administration Services About Exeter Fiduciary Services, LLC Exeter Fiduciary Services, LLC is a private, professional fiduciary services provider headquartered in San Diego, California. Exeter Fiduciary Services, LLC provides you and your legal, tax and financial advisors with complete, specialized trust administration, trust accounting, trust recordkeeping, and tax reporting support services. Exeter works in conjunction with your existing team of advisors. Our goal is to help you minimize your risks, simplify your trust accounting, recordkeeping and tax reporting needs, and eliminate your regulatory compliance burdens. We do what we do best — customized, specialty trust administration. Trust Administration Services You will benefit from our confidential, private, and professional trust administration services provided by our expert trust officers and administrators. Exeter Fiduciary Services, LLC provides and administers the following specialized trust services:
Trust Accounting and Recordkeeping Services You can sit back, relax and rest comfortably knowing that Exeter Fiduciary Services, LLC is monitoring and tracking your trust account assets, properties and investments, including handling all of the trust accounting and recordkeeping responsibilities, in conjunction with your legal, tax and financial advisors. We will ensure that all principal, income, and expense transactions are tracked, monitored, collected or paid and posted to your trust account. We will provide you and your advisors with a comprehensive statement of account detailing your current assets, properties and investments as well as any and all transaction activity that has occurred since your last statement of account. Trust Tax Support Services Save yourself time and money with a complete and accurate summary of your annual trust account transaction activity. We'll provide you and your tax advisor each year with our comprehensive trust account activity summary ready for preparation of your income tax returns. Trust Account Bill Paying Services You can delegate the painstaking process of paying your monthly bills and expenses to us so that you have more time to enjoy the things that you really love spending time on. You will receive a detailed monthly statement with itemized bill payments. Other Trust Account Support Services Online Trust Account Access With PAL, our 24/7 online account access service, you and/or your financial advisor can review, download and discuss your trust account assets, properties, investments and transaction activity anytime you wish — day or night. Call Exeter 24/7 Access We also know that you may need assistance outside of the standard work day, which is why our senior trust officers and administrators are available when you need them — anytime, day or night — through our Call Exeter 24/7 Access Service.
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