Coordinate Complex Client Structures With an Experienced Administrative Partner
Exeter supports attorneys and their clients with 1031 exchange administration, qualified trust accounts, custody services, specialty holding escrows, title holding trusts, and directed administrative trustee services.
Your Clients Expect You to See the Bigger Picture
Attorneys are often responsible for protecting structure, documentation, and legal risk. Exeter provides the regulated administrative and custody capabilities needed to help the agreed strategy function in practice.
Support Sophisticated Client Needs
Complex transactions often require legal counsel and an experienced administrator working in parallel. Exeter provides the operational infrastructure without intruding on the attorney-client relationship.
Create Clear Role Boundaries
Counsel advises on legal structure and risk. Exeter performs the exchange, custody, trust, escrow, or administrative functions assigned to it.
Improve Execution
Responsive access to experienced personnel helps resolve questions quickly when documents, funding, title, or closing sequences become complicated.
Specialized Support Without Disrupting Your Role
Exeter coordinates with the client's existing professional team and provides the transaction-specific knowledge, administration, and custody support needed to move forward.
1031 Exchange Services
Exeter administers forward, reverse, and improvement exchanges and coordinates with counsel on transaction structure and documentation.
Qualified Trust and Escrow Accounts
Exeter Trust Company can serve in regulated trust or escrow account structures requiring separate, segregated, restricted, dual-signature controls.
Title Holding Trusts
Exeter provides title holding trust services for clients and counsel seeking an administrative trustee for properly structured land trusts.
Custody and Administrative Trustee Services
Exeter supports self-directed retirement accounts, private fund custody, directed administrative trustee engagements, and other specialized custody needs.
Common Client Situations
An early conversation often gives the client more time to evaluate options and avoid preventable complications.
Client Situation 1
A transaction requires a reverse or improvement exchange structure.
Client Situation 2
Counsel wants exchange funds held through a qualified trust account.
Client Situation 3
A client needs an administrative trustee or title holding trust service.
Client Situation 4
A retirement or private investment transaction requires regulated custody.
Why Exeter is a strong professional referral
- A licensed, regulated, and examined trust company
- Experience with both routine and sophisticated transaction structures
- Direct access to decision makers and technical personnel
- Responsive coordination with counsel, closing agents, and other fiduciaries
- A provider whose leadership is active in industry policy and standards
Your Referral Should Strengthen Client Confidence in You
Exeter understands that a referral reflects on the professional who made it. The goal is to provide responsive service, clear explanations, and careful execution while keeping the full advisory team informed.
How to Bring Exeter Into a Client Conversation
Define the Legal Structure
Counsel determines the legal strategy, drafts or reviews relevant documents, and advises the client.
Engage Exeter's Administrative Team
Exeter confirms its role, service scope, timing, and operational requirements.
Coordinate Funding and Closing
The attorney, Exeter, and other transaction parties exchange approved documents and instructions.
Maintain Ongoing Administration
Exeter performs the agreed custody, trustee, escrow, or exchange functions while counsel remains responsible for legal advice.
Questions From Attorneys
Does Exeter draft legal documents for the client?
Exeter prepares the agreements and forms required for the services it administers. Independent counsel should draft or review legal documents and advise the client on legal consequences.
Can Exeter serve as trustee?
Exeter Trust Company offers certain trustee and administrative trustee services. Availability and scope depend on the structure, governing documents, jurisdiction, and applicable requirements.
Can another qualified intermediary use Exeter Trust Company for a qualified trust account?
Exeter Trust Company may provide qualified trust or escrow account services for exchanges administered by other qualified intermediaries, subject to review and acceptance.
Will Exeter coordinate directly with legal counsel?
Yes. Exeter regularly works with attorneys and other professional advisors to clarify roles, exchange documents, and support transaction execution.
Exeter does not provide tax, legal, investment, or real estate advice. Clients should consult their own qualified advisors regarding their specific circumstances.
Have a Client Who May Need Exeter?
Bring us into the conversation early. We can help clarify the process, identify the right internal specialist, and coordinate with the client's existing team.
Speak With a Specialist