Attorneys

Helping the estate attorney expand their practice to include trustee related service offerings.

pro-advisors

ATTORNEYS

The Trustee Services Group empowers you and your firm to offer full-service Open Architecture Trustee Services™ without having to establish, support and staff the back-office operations.

The Trustee Services Group specializes in the delivery of trust and estate administration, trust operations and portfolio accounting.

Our professional advisor fiduciary services platform provides you with the ability to immediately enhance your trust and estate business by offering professional Open Architecture Trustee Services™ that are fully supported by the Trustee Services Group’s back-office operations.

With an emphasis on convenience, efficiency and attention to detail, we enable and equip you and your firm the opportunity to expand and diversify your estate service offerings.

Benefits of an Open Architecture Trustee Services™ offering:

  • Recurring revenues;
  • Elimination of time billing and collection;
  • Increased referrals;
  • New product line offering;
  • Diversified business base;
  • Business continuity; and
  • Name / firm recognition

Potential New Service Offerings

    • TRUSTEE ADMINISTRATION SERVICES – Complete administrative and accounting support to the individual trustee;
    • CONSULTATIVE SERVICES – Fee based consultative services addressing current trustee related issues;
    • TRUST PROTECTOR PLATFORM – Trust protector platform that equips and compensates you for your continued oversight (if desired); and
    • PROFESSIONAL TRUSTEE SERVICES – Professional trustee services offered by you and/or your firm (if desired).

In today’s market, firms that offer full-service trustee services under one umbrella will enjoy a significant competitive advantage.

Private Label Consultative Services

As attorneys with practice experience, we intimately understand how estate planning attorneys can benefit from the delivery of an automated, professionally staffed, supported and administered trustee services offering. Our goal is to help you deepen and expand your client relationships thru competency and responsiveness in the delivery of Open Architecture Trustee Services™.

Our private label fiduciary services are intended to be customized, transparent and completely confidential. Your clients can view you as the service provider, with all correspondence being in your name.

You and/or your firm may be the best at what you do or offer. However, if those who can benefit from your services are unaware of your capabilities, what good is your service? Our marketing related support and materials are intended to ensure your Open Architecture Trustee Services™ offering is not the best kept secret in town.

Finally, the collective wisdom and experience of those associated with the Trustee Services Group is available to support you and your staff as we collaboratively look to address your clients’ trustee service related needs. As an extension of your firm, the Trustee Services Group allows you to immediately and competently expand your practice and service offerings to include Open Architecture Trustee Services™.

Private Label Consultative Services include:

  • Turn key marketing program including private label presentations and materials;
  • Customized reporting, based on client needs;
  • Robust and customizable Client Management System;
  • A dedicated relationship manager to monitor your clients’ accounts;
  • Daily account reconciliation;
  • Prompt turnaround on all calls, e-mails and voice mails;
  • Direct contact for all consultations, including tax, administration and operations issues;
  • Preparation of annual accountings; and
  • Management of custodial and asset advisor relationships
If you are interested in expanding your practice through the offering of Open Architecture Trustee Services™, the Trustee Services Group would be privileged to help.

 

  • Roles & Services

    Personal Representative / Executor

    Estate Settlement

    Agent for Financial Affairs

    Trustee

    Expert Witness

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