What We Do
We’ve advised on thousands of trusts with 90+ cumulative years of experience. We provide trust administration services, and can also serve in a professional fiduciary capacity as trustee, executor, or conservator. With Trust Experience, Inc., you’ll have peace of mind that the intent of you and your loved ones is preserved with integrity.
Professional Fiduciary Services
A trustee manages and administers a trust according to its terms and the best interests of the beneficiaries. If the original trustee can no longer fulfill this role for reasons such as resignation, incapacity, or death, the successor trustee takes over.
As your trustee, we can:
- Oversee and manage trust assets
- Make distributions to beneficiaries
- Maintain accurate and detailed records
- Ensure legal compliance
- Handle tax filings and payments
- Address and resolve any disputes
- Prepare financial statements and reports
As your successor trustee, we seamlessly take over the management and administration of the trust according to its terms. We ensure the trust’s integrity and objectives are preserved, providing reassurance to the beneficiaries that, even though the original trustee can no longer serve, they can rely on us.
As your professional executor, we administer your estate according to your precise wishes. Our duties include:
- Managing assets
- Paying debts
- Filing taxes
- Distributing inheritances
Choosing a professional executor instead of a family member offers impartiality and expertise, avoiding potential conflicts of interest or emotional stress during a difficult time. We are well-versed in legal and financial procedures, so the risk of errors is greatly reduced. Our goal is to provide peace of mind and a smooth process because your estate deserves to be handled efficiently and correctly.
As a professional conservator, we manage the personal and financial affairs of someone unable to do so themselves due to incapacitation. Our duties include:
- Handling finances
- Paying bills
- Managing property
- Ensuring the individual’s care and well-being
Choosing a neutral professional, such as an attorney, prevents conflicts of interests that otherwise could arise between family members. Our goal is to always make decisions in the best interest of the conservatee.
Trust Administration
Trusts protect assets, dispose of an estate, and ensure the use of assets for a specific purpose. A trust administrator oversees the distribution of assets to trustees according to the terms outlined in the trust agreement. However, during this period of grief and loss, managing trust administration is overwhelming for family members. For this reason, we recommend having an experienced trust administration attorney oversee the process.
Trust administration can be confusing, especially for those unfamiliar with its complexities. As professional trust administrators, we help trustees confidently carry out their fiduciary duties. We’re here to help prevent family conflicts and ensure all heirs fully understand the trust’s terms.
Our team will review the trust agreement, advise on legal rights, and ensure all requirements are met, including tax matters and important filings. With our expertise in tax and estate planning, we simplify the entire process, providing you with clear explanations and options at every step. Let us handle the details so you can focus on what truly matters during this challenging time: healing from your loss. We’ll be with you every step of the way.
Probate
Probate is the legal process of managing the estate of someone who has passed. An estate includes all property, money, cars, and investments. If there’s a will, probate verifies the will’s validity and assigns an executor to distribute the estate to heirs. If there isn’t a will, the court determines the heirs and appoints an administrator. The administrator then pays debts and distributes the assets according to probate law.
The probate process can be time-consuming and add additional stress for family members on top of an already emotionally overwhelming time of loss. For this reason, many people utilize revocable living trusts in their estate plans in order to avoid probate. However, there are situations where probate is required, even with a trust in place. Probate law is complex, and we’re here to help every step of the way.