We provide specialized administrative support for trustees of Special Needs Trusts (SNTs) and trusts for incapacitated beneficiaries. We manage benefit-safe bill pay, coordinate with care managers, and prepare meticulous records for government agencies, ensuring compliance and protecting the beneficiary's vital support.

Acting as trustee for a minor or young adult requires years of careful administration. We handle all HEMS distributions (Health, Education, Maintenance, Support), manage tuition payments, track expenses, and provide clear annual accountings, allowing you to focus on the beneficiary's well-being.

For busy trustees managing any type of ongoing trust (like a Marital Trust), we offer white-glove administrative service. We handle recurring bill payments, process beneficiary distributions, consolidate tax documents for your CPA, and liaise with financial advisors, ensuring smooth operation year after year.

Accurate record-keeping is the cornerstone of fiduciary duty. For all ongoing trusts, we maintain detailed, audit-ready financial ledgers, track all income and expenses, and prepare comprehensive reports, providing full transparency and simplifying tax preparation and legal reviews.