​​

Why choose our firm as trustee for an irrevocable trust?

​

1) Professional, dependable administration
Serving as trustee is a serious fiduciary role. We bring a structured, repeatable process for distributions, record keeping, and reporting—so the trust is administered correctly, consistently and on time.

​

2) Reduced family conflict and pressure
Many families appoint a professional trustee to avoid putting a relative in the middle. As trustee we enforce the trust terms fairly, explain details, and help reduce misunderstandings and disputes, ensuring the trust is administered in the best interest of the beneficiaries.

​

3) Clear documentation and defensible decision-making
Trustees are often judged by the paper trail. We thoroughly document distributions and discretionary decisions, maintain organized records, and provide regular updates so beneficiaries understand what is happening and why.

​

4) Strong compliance and risk management
We help the trust stay compliant with applicable law, fiduciary standards and administrative requirements, including coordination with CPAs and financial institutions, thorough review of financial statements, and timely handling of notices, accountings, and tax documents.

​

5) Extensive business experience and practical business judgment
We have extensive business and investment experience. When trusts intersect with business or real estate issues, clients need a trustee who understands operations, contracts, and risk management—not just the legal theory. We bring extensive business experience and practical perspective to trustee decisions.

​

6) Transparent fees and clear separation of roles
We use a written trustee compensation and billing policy and separate trustee services from any legal work, so there is clarity on what is included, what is billed, and who pays.

​

7) Efficient coordination with banks and professionals
We routinely work with trust departments, money managers, custodians, CPAs, and advisors, which helps keep administration smooth—especially during trustee transitions and distribution processing.

​

8) Stability and continuity
As a professional trustee, we provide continuity over time, even as family circumstances change. That consistency is often one of the main reasons clients choose a firm to serve as trustee.