A collaborative approach to carrying their plans forward.
Your clients count on you to help them prepare for the future. Choosing who will manage their trust and carry out their wishes is an important part of that preparation.
Trust Experience works alongside financial advisors, estate planning attorneys, and CPAs to support individuals and families who need an independent trustee or fiduciary. Whether your client is planning ahead or facing an immediate need, we welcome the opportunity to discuss how we can help.
A Resource for You and the Families You Serve
Some clients know exactly whom they want to name as trustee. Others have no obvious choice—or have concerns about asking a loved one to take on the responsibility. An independent professional can provide another option. Our role is to administer the trust according to its terms, coordinate with the professionals involved, and help beneficiaries understand the process.
We value the knowledge and relationships you bring to your client’s plan. Clear communication and an understanding of each professional’s responsibilities support a coordinated approach.
Explore Our Advisor Resources
When to Recommend an Independent Trustee
Recognize the client circumstances that may warrant a conversation about professional fiduciary services.
Helping Clients Choose a Trustee
Use practical questions to help clients evaluate their options and think beyond the most familiar name.
Working With Trust Experience
Learn how an introduction can begin and how our role fits alongside the client’s advisory team.
Planning for Trustee Continuity
Help clients consider whether their trustee choices will continue to meet their needs over time.
Have a Client Situation in Mind?
We welcome conversations about future planning as well as current fiduciary needs.