We start with a no-pressure conversation to understand your trust structure, family dynamics, and goals. If we're a fit, we formalize the engagement with a clear scope of work and transparent fee agreement before anything else begins.

Every engagement includes a comprehensive inventory of trust assets. Clients receive secure access to our wealth mapping portal, providing a real-time, visual snapshot of the estate's complete financial picture, related parties, consultants, and other estate specifics.

We work directly with your estate planning attorney, CPA, financial advisor, and any other professionals involved in the trust. Our role is to coordinate, not compete,  ensuring every party is aligned and nothing falls through the cracks.

Beneficiaries and co-trustees receive regular, clear accounting of trust activity:  income, distributions, expenses, and asset balances. We coordinate directly with the trust's existing bookkeeper or, where one is not in place, can help identify and engage the right professional for the engagement. Transparency is not optional in our practice; it's built into every engagement.

Depending on trust complexity, we also provide oversight of trust-owned real property, coordination with property managers, vendor management, and bill pay. For trusts with mortgage needs, we offer access to fractional cost mortgage services, leveraging our licensed residential and commercial credti expertise to ensure trust-held properties are properly managed and financed without unnecessary cost to the estate. If it's inside the trust, it's our responsibility.

For trusts requiring court oversight, we prepare and file accountings in compliance with applicable state requirements. For all other trusts, we maintain meticulous records and remain available to beneficiaries throughout the life of the engagement.