Individual Trustee

Offering comprehensive trust accounting and administration support with an as needed,
consultative service from experienced fiduciaries.

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INDIVIDUAL TRUSTEE

Perhaps you have accepted the privileged role of trustee on the trust of a friend or family member.

You now find yourself responsible for the proper oversight and administration of the trust assets, guided by oft confusing terms of a trust document filled with “legalese”.

You are held to a legal “fiduciary” responsibility to administer the trust correctly while acting in the best interest of the commonly conflicting interests of the current and remainder trust beneficiaries.

As if life wasn’t busy enough, these trustee responsibilities are added to your regular personal and professional obligations.

Overwhelmed? We can help.

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

  • Comprehensive Trust Accounting; and
  • Consultative Fiduciary Support

When partnering with The 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 as trustee.
  • Capabilities

    Transparency via online access

    State of the art user friendly trust administration software

    Court compliant Fiduciary accountings on demand

    Trust Specialties
    > Family trusts
    > Charitable trusts
    > Special needs trust
    > Life insurance trusts