Trust Administration

Professional administration and distribution of trust assets with complete fiduciary compliance

Key Benefits

Impartial administration of trust assets by neutral third party

Full compliance with all legal and fiduciary requirements

Secure and timely distribution of funds to beneficiaries

Detailed record-keeping and transparent accounting

Coordination with trustees, beneficiaries, and legal counsel

Protection of trust assets and minimization of conflicts

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

We notify all beneficiaries of their rights under the trust and provide regular accountings as required by law.

Asset Management & Investment

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

Distribution to Beneficiaries

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

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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