Personal Trustee Services

One of the most important decisions you’ll face when establishing your trust is the selection of your trustee.

In many cases, insufficient consideration is given to the appointment of individuals to fill the most important position of trust.

While some individuals name themselves, a family member or friend; others prefer to choose a trusted third party for this important role. By choosing a personal trustee, you help ensure that the beneficiaries benefit from the prudence, attentiveness and professionalism that a personal trustee can provide.

My responsibility is to provide peace of mind, and I do so by providing clear communications with family members and their trusted advisors. I shield the trust from outside pressures and emotions that can negatively influence critical and complex decisions. Without this protection, the family dynamics may prevent effective execution of pre-established estate plans, which can results in loss of capital, or possibly even lead to litigation.

Some people wonder who is going to help with decisions.

  • Are you looking for an objective, trusted, independent party to ensure that your wishes are carried out confidentially and without emotional bias?
  • Would you prefer to leave the ongoing paperwork, record keeping, and accounting to an experienced trusted person?
  • Are you looking for a trusted professional who is knowledgeable in finance to oversee your investment manager and assume responsibility for investing trust assets?
  • Is long-term personal service important to you to ensure seamlessness and responsiveness through changes in circumstances?

If so, I invite you to learn how I can help you as your personal trustee.

Acting as a personal trustee is more an art rather than a science. I am required to have the necessary skills and tools to carry out the duties effectively as is true for all personal trustees. I have the advantages of being an experienced financial professional; I am familiar with maintaining and growing assets, keeping records and filing tax returns. I have a distinct style and wealth of experience in all fiduciary areas. My conscientiousness, attention to detail, and distinct personality all contribute to an effective management style, and most important, throughout the entire process I will be nonjudgmental, neutral and fair with all the parties involved. I respect my clients’ wishes and I carry out these wishes as outlined in the trust documents.

When thinking about who to name as your trustee, there are several factors you may wish to consider.

Personalized Attention: The principal reasons for establishing a trust is to provide certainty for the future and it’s important to remember that every situation is different and that all variables can change over time. In naming a trustee, you want to be sure that as your family’s situation changes, your trustee will continue to be responsive for the full term of the trust.
Objectivity: Even in the most loving families, relations can sometimes become difficult and emotionally charged. While a carefully drafted trust document explains your intent and provides directions, it can be difficult for a trustee who is a parent, sibling, relative, or friend to act objectively. A personal trustee benefits from being an outsider who can make decisions free from bias and considerations of family dynamics.
Prudence: When it comes to the delicate and personal issue of how, when, and to whom you want your assets distributed, prudence is likely to be a top consideration. When you name the right personal trustee, you can feel assured that your privacy is respected and that your financial matters are treated with the utmost respect.

I can provide comfort to some people I know.

My job is to assist you in overseeing the trust in a way that will be the most beneficial for everybody. To that end, I may engage other professionals from time to time for assistance in carrying out my responsibilities. In order to make the best-informed decisions, I may consult with a lawyer, an accountant, a money manager or other professionals for a specific assistance in their specialty. It is critical to establish an environment where constructive dialogue is encouraged. Communicating with other parties constitutes an important step towards building a necessary understanding of your needs, and identifying effective options for handling them.

Because acting as a personal trustee is more an art than science, I am required by law to have the necessary skills and tools to carry out the duties effectively, as is true for all personal trustees. What I add is a distinct style and wealth of experience in all fiduciary areas. My conscientiousness, attention to detail, and distinct personality all contribute to an effective management style. And most important, throughout the entire process I will be nonjudgmental, neutral and fair with all the parties involved.

I am available to act as:

  • Personal Trustee
  • Durable Power of Attorney
  • Healthcare Surrogate
  • Personal Representative.

I am EASILY ACCESSIBLE. If you would like to arrange a personal meeting, you can contact me by telephone or email. At that time, we can discuss what your objectives, and my duties as a personal trustee.