Trust Administration by certified Fiduciary
Is your trustee really qualified?Are your assets in experienced hands?
Trust administration is the hands-on management of trust assets, such as bank accounts, stock portfolios, other investments, real estate, collectibles, personal property, etc.
Managing a trust requires financial expertise, knowledge of the applicable laws, time management skills, and the ability to communicate clearly and effectively with beneficiaries and other professionals.
Trust administration to distribute assets and close a trust will be substantially different from the administration of a trust which provides income for one ore more beneficiaries. A professional trustee's expertise is your best insurance against costly mistakes.
If you are looking for an experienced trustee, please call me to discuss your personal situation and find out how I can be of service to you.Call: 602-334-4084
All trusts are different. To avoid problems in the administration of your trust, such as delayed distributions or possible legal challenges, be sure to choose a fiduciary who is not only competent but also cares about you and your beneficiaries and who has the skills required to deal with your particular trust.
I'm experienced in the administration of large and complex trusts with a large variety of trust assets, as well as smaller trusts which are often rejected by banks.
If you are looking for a private trustee, please call me to discuss your personal situation and find out how I can be of service to you. Consultations are free and confidential.
Call: 602-334-4084
Or toll-free: 1-866-616-7828
Phoenix metro trustee serving clients in Sun City, Sun City West, Peoria, Glendale, Scottsdale, Paradise Valley, Tempe, Mesa, Ahwatukee, Chandler, Cave Creek, Carefree, Fountain Hills.