Estate Administration and Trustee Services

Our estate and trust settlement services help to ease administration at death for your loves ones. We counsel, settle, and administer the plan with the family according to your wishes. 

Why

We believe families should have an option in selecting a professional Trustee to help administer and protect inheritances beyond just a big bank with little personal interactions.  Our office helps you and your family maintain control and provides the greatest amount of flexibility in administering the trust.

 We Serve As:

 Trustee – Hired by the family directly, by the trust protector, by a resigning trustee, or by the trustee of the intermediary administrative trust.

• Co-Trustee – Serving along with a family member or institution to share decisions or other trust administration tasks.
• Insurance Trustee – Including for Irrevocable Life Insurance Trusts (“ILITs”) with premium-financed policies
• Successor Trustee – Serving as backup for the present trustee
• Trust Protector and other Fiduciary Roles – Serving in a variety of fiduciary positions, such as: Holder of a power of attorney; Trust protector; Distribution trust advisor and other directed fiduciaries
• Special Needs Trust Administrator – Protecting the more vulnerable with customized attention to setting up and administering their trusts
• Charitable Trustee – Often Charitable Remainder Trusts (“CRTs”) and other charitable trusts can use our independent, impartial administration to better manage the natural tension between the family and the charity
• Trustee for Special Assets – Whether it’s the shares of the family business, art, collectibles or other unique assets, we can provide for the administration of these types of assets

How We Work

• We help implement the intentions of the trust for family harmony,
• We clarify the trustee’s interpretation of key parts of the trust,
• We establish budgets and set up communications systems,
• We collaborate with the other professional advisors,
• We work to align the expectations of the family.

What We Do

Our services are designed to help you and your family achieve a smooth transition and increase your confidence that your documents will be carried out as intended.

No Conflicts Of Interest

Some corporate trustees are in the business of money and investment management. Some charge trust clients retail prices for ancillary financial services, in effect making profits on both sides of every transaction.

Our compensation comes solely from serving as trustee. No commissions, no kickbacks, no incentives to make or not make distributions. We focus on what the trust document says and what your family needs. Period.