At Trustee Services Group, PLLC our desire is to help. We are happy to share our unique background and experience by consultatively supporting those who need assistance with:

  • Wealth in Family
  • Serving as Trustee or Estate Fiduciary
  • Resolving Trustee Issues

Wealth in family . . . a complex equation

 Sadly, we have all heard the stories of an inheritance gone wrong.

In some instances, wealth received which is not earned can inhibit motivation, foster a false sense of entitlement and result in a general lack of purpose, while also simultaneously defeating one’s self esteem and personal identity.

On the other hand, with appropriate coaching, such instances can be turned around resulting in an inheritance which can serve as a generational platform for a productive and meaningful life of purpose and self-worth.

At Trustee Services Group, our unique focus and experience in successfully serving families in this regard allows us to help.

As we intimately experience, the issues which can arise around wealth can be multi-faceted. Although each professional associated with Trustee Services Group is gifted and experienced in their own way, we also understand there are many issues which may arise which fall outside our respective skill set. Nevertheless,  as more fully set forth below, thanks to our unique perspective and focus, coupled with our national network of skilled professionals, we can help families successfully address most any issue.

Trustee Services Group is an active member and/or works closely with the following professional organizations which are focused upon training and equipping professional advisors across the country to address the “human capital” and relational issues encountered by those with meaningful wealth:

·        Purposeful Planning Institute

·        Family Meridian

·        The Heritage Institute

·        21/64

Thus, with our collaborative approach, and through our national network of experienced wealth mentors and coaching professionals, Trustee Services Group is uniquely equipped to address any “wealth in family” issue, regardless of its nature or complexity.

Generally, ways which we may be able to assist:

  • Beneficiary Preparation
  • Estate Organization
  • Family Business Succession (Interpersonal focus)
  • Family Governance
  • Family Legacy Development
  • Family Philanthropy
  • Letter of Wishes / Letter of Testamentary
  • Multi-Generational Wealth Planning
  • Open Architecture™ trust design services
  • Trustee / Beneficiary Relationship

If your wealth is causing issues within your family, Trustee Services Group would be privileged to help.

Assistance Serving as Trustee or Estate Fiduciary

Perhaps you’ve accepted the privileged role of trustee or estate fiduciary for a friend or family member. As if life wasn’t busy enough, these responsibilities are added to your regular personal and professional obligations.

You now find yourself responsible for the proper oversight and administration of the trust assets, guided only by a trust document filled with “legalese.” In your new role, you are held to a legal “fiduciary” responsibility to administer the trust correctly, while balancing the commonly conflicting interests of the current and remainder trust beneficiaries.

Overwhelmed? We can help.

Trustee Services Group offers two ways to make your life easier while serving as individual trustee or estate fiduciary.

  • Comprehensive Trust / Estate Accounting
  • Consultative Fiduciary Support

When partnering with Trustee Services Group, you will experience the peace of mind and security which comes from being supported by experienced professionals whose sole focus is to help you successfully fulfill your privileged role as trustee.

Our desire . . . to help you successfully serve. 

Resolving Trustee Issues

The role of trustee is multi-faceted and complex. Issues and concerns are certain to arise.

Are you or your client confused or frustrated with their current trustee relationship?

If so, our intimate understanding of a trustee’s fiduciary responsibilities, and expertise in reviewing trust documentation, allows for Trustee Services Group to be particularly effective in successfully resolving trustee related issues.

At the very least, this “as needed” consultative service allows you to better understand the complex and often confusing role and responsibilities of the trustee, as well how to better navigate the trustee/beneficiary relationship.

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