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Title Holding Trust Services


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Exeter Fiduciary Services, LLC is a leading provider of specialty fiduciary services to the California real estate industry, including serving as Trustee of Title Holding Trusts.  Exeter Fiduciary Services, LLC, as Trustee of the Title Holding Trust, acquires and holds legal and equitable title to California real property or personal property. 

The following is a brief summary of the Title Holding Trust Services offered by Exeter Fiduciary Services, LLC:

Residential Real Estate Trust Services

California residential property can be acquired, placed into trust, held and disposed of in and through a Title Holding Trust.  Residential property is defined as single residential units such as a single family residence, condominium, or townhouse. 

Commercial Real Estate Trust Services

California commercial property can also be acquired, placed into trust, held and disposed of in and through a Title Holding Trust.  Commercial real estate is defined to include all types of commercial property, including office, retail, industrial, vacant land, and all multi-family property. 

Personal Property Trust Services

Personal property can be placed into and held in a Title Holding Trust for the same reasons and to obtain some of the same benefits as real estate.  The following is a list of personal property that is often placed into and held in a Title Holding Trust: 

  • Unsecured and Secured Promissory Notes
  • Deeds of Trust and Mortgages
  • Closely held companies or business interests
  • Copyrights, trademarks or patents
  • Publicly trade and non-publicly traded securities
  • Submitting offers to buy or sell through a Title Holding Trust

Other Trust Services Available

Exeter Fiduciary Services, LLC also provides the following specialty fiduciary services in addition to the Title Holding Trust:

  • Cash holding trusts or cash holdback escrows
  • Custodial accounts or holding accounts
  • Trust accounting and trustee services in conjunction with your financial advisor

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