The trust administration process is abound with various tasks, duties, and potential liabilities. The procedures are governed by federal and state laws, and the trust document itself. With our expertise, we guide clients through this complex process with clarity and efficiency.
We also serve as the fiduciary (e.g. trustee, trust protector, etc.) for trusts. We distinguish our fiduciary services from large institutions by being cost efficient, providing personal and familial relationships, while maintaining a high level of service and professionalism.
We welcome the opportunity to speak to you about trust administration. Please contact us to schedule a consultation.