What We Do

Our trust services team strives to ensure your wishes are carried out and your loved ones and charities are provided for.

The Baird Trust estate settlement team can settle a decedent’s personal and financial affairs, including filing taxes, paying bills, closing accounts, and collecting final wages and insurance proceeds, as well as distribute the estate’s assets according to the estate plan.

Leveraging our proprietary Core + Satellite approach and long-term holding philosophy, we can work with you to build an investment portfolio designed to maximize your assets and help you reach your wealth goals.

By partnering with Baird Trust, you and your Financial Advisor can make the most of your charitable intentions in a way that’s right for you.