Trust Administration

If you are thinking of setting up a trust or are already named as a trustee, we can help you with the administration so your fiduciary responsibilities are met.  Tax filings, court reporting and accountings for beneficiaries are complex areas that most non-professional trustees need assistance with.  Our fees are based on the services you want us to perform, and are very reasonable compared to the large trust administrators.

Who Needs This Service?

Individuals setting up a trust or named a trustee needing assistance with administration as well as preparing the annual returns

Benefits to Our Clients

• We have many years of collective experience in trust administration.
• We understand the complexity of the tax reporting requirements and ensure our clients are in compliance.
• We have extensive resources to investment advisors and individuals capable of handling administrative roles.
• We provide peace of mind.