Trust & Estate Services
For a Brighter Future
Get a blueprint for what’s next with OceanFirst trust and estate services
intended to provide financial peace of mind.
Our services
Executor & Trustee Options
Build a financial strategy that addresses your needs and evolves with you.
- Trust Insights
- Market Outlook
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Plan for tomorrow with OceanFirst trust services that help you manage generational wealth, care for your assets, set your loved ones up for success, and so much more.
Get help with:
- Trust administration
- Charitable planning
- Fiduciary services
- Executor & estate planning
- Speed needs trust administration
- And more
In line with current events surrounding the market environment, we invite you to read our Market Outlook newsletter created for our investment customers by our strategic partner Addison Capital.
Put the focus on you and your family’s success by working with someone who will closely tailor your wealth and estate strategy.
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Charitable Trusts Versus Donor-Advised Funds
May 22, 2024 12:00:00 AM Trust & Asset Management
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Tax Currents - Under the Radar
May 22, 2024 12:00:00 AM Trust & Asset Management
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May 22, 2024 12:00:00 AM Trust & Asset Management
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Whatever stage of your financial journey you’re on, we can assist.