Professional Trust Administration

Independent and unbiased trust administration by a neutral fiduciary, with full compliance and beneficiary-focused service

Key Benefits

Independent and unbiased trust administration by a neutral fiduciary.

Full compliance with legal, regulatory, and fiduciary requirements.

Secure and timely distribution of assets to beneficiaries.

Transparent accounting and comprehensive reporting.

Seamless coordination with trustees, beneficiaries, and legal counsel.

Protection and prudent stewardship of trust assets.

Effective management of fiduciary responsibilities and conflict mitigation.

Commitment to accuracy, integrity, and beneficiary-focused service.

Typical Use Cases

Revocable living trust administration

Irrevocable trust management

Testamentary trust distribution

Charitable trust administration

Special needs trust management

Generation-skipping trust services

Our Process

Trust Document Review

We thoroughly review the trust document to understand the terms, conditions, beneficiary rights, and distribution requirements.

Asset Inventory & Valuation

We work with trustees to identify all trust assets, obtain current valuations, and establish secure custody arrangements.

Beneficiary Notification & Coordination

We notify all beneficiaries of their rights under the trust, coordinate with legal counsel, and provide regular accountings as required by law.

Asset Management & Stewardship

We coordinate with investment advisors to manage trust assets according to the prudent investor rule and trust terms, ensuring protection and prudent stewardship.

Distribution to Beneficiaries

We execute distributions according to the trust terms, whether lump sum, periodic payments, or milestone-based releases, with detailed accounting and full transparency.

Frequently Asked Questions

What is the role of a trustee versus your role as escrow agent?

The trustee has fiduciary responsibility for managing the trust and making decisions. We act as a neutral custodian and administrator, holding assets securely and executing distributions according to the trustee's instructions and trust terms.

How often do beneficiaries receive accounting statements?

We provide accounting statements at least annually, or more frequently as specified in the trust document or requested by the trustee. Statements detail all assets, income, expenses, and distributions.

Can you handle trusts with ongoing business interests?

Yes, we can administer trusts that hold business interests, real estate, and other complex assets. We coordinate with business managers, property managers, and other professionals to ensure proper oversight.

Ready to Get Started?

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