Trustee Services
We serve as professional trustees for families who need long-term, independent, trust administration and oversight. We also serve as consultants for individuals serving as family trustees. Our role is to carry out the terms of the trust, respect the wishes of the grantor of the trust, reduce complexity, and avoid conflict.
Reliable oversight for sensitive responsibilities.
Our Approach to Trustee Services
Experience, neutrality, and good judgment.
We approach trusteeship with professionalism, warmth, and a deep respect for the responsibility it carries. We are experienced in managing trust assets, navigating complex family structures, and making prudent distribution decisions. As experts in trust law, we offer unparalleled competency in trust administration.
Trustee Services Include
Trust administration requires clear communication, sound judgment, and a deep understanding of fiduciary obligations. As trustees or advisors, we help ensure the trust is managed responsibly and in the best interest of all parties.
Managing Distributions
We oversee distributions according to the trust terms, maintaining clear records and avoiding delays or disputes.
Coordinating with Advisors
We invest trust assets independently and work alongside accountants and financial planners to ensure decisions align with the broader financial strategy.
Fiduciary Guidance
As a fiduciary, a trustee must always act in the best interests of the beneficiaries. The burden is heavy and professional experience is valuable.
Administrative Compliance
We handle the day-to-day tasks of administration, including distributions, reporting, tax-related documentation, and, where necessary, filings with the court.
Pricing and Engagement
Because every trust and family is different, our trustee engagements are priced individually. We begin by learning about the trust’s structure, assets, and specific family considerations. From there, we provide a scope of work and pricing plan.
Factors That Influence Pricing:
Role of the Firm
Our pricing depends on whether we’re serving as the appointed trustee or acting as a legal advisor to an individual trustee. Full trustee administration typically involves broader, ongoing responsibilities.
Trust Structure
The complexity of the trust—such as the presence of multiple beneficiaries, subtrusts, or charitable components—can affect the level of involvement and oversight required.
Asset Management
Trusts that involve real estate, closely held business interests, or investment portfolios may require coordination with financial advisors and regular asset-related decision-making.
Duration of Engagement
Some engagements are short-term, such as helping with a limited distribution, while others involve long-term trust administration that may span years.
Communication & Oversight
Ongoing communication with multiple beneficiaries, reporting requirements, and the need for coordination with external advisors can increase the level of service required.
From Our Clients
Trusted Guidance
Administering a trust comes with weighty responsibilities. We’re here to lift that burden, offering support, strategies, and consistent communication. Reach out to start the conversation.