Full Office Staff
When a family sets up a trust, they are trying to protect their hard-earned money and property for the future. However, managing a trust can get very complicated, very quickly. That is why working with The Trustees Group is such a huge advantage. The Trustees Group has a full office staff including attorneys, accountants, and real estate professionals. Instead of hiring just one person to watch over your future, you get an entire team of experts working together to protect you.
The biggest benefit of having this full office staff is that our clients get complete, top-tier protection under one roof.
First, consider the legal side. Trusts are bound by strict, ever-changing state laws. Because our team includes in-house attorneys, we can make sure every decision matches the law perfectly. Clients don’t have to worry about costly legal mistakes or paying outside lawyers high hourly fees just to ask a quick question.
Next, money management is a major part of a trustee’s job. Having professional accountants on our full office staff means that every penny is tracked with absolute precision. Our accountants handle complex trust taxes, manage investments cautiously, and create clear financial reports. This gives our clients total peace of mind, knowing their wealth is safe and being grown wisely.
Finally, many trusts include major assets like a family home, land, or commercial buildings. Dealing with property can be stressful, but our in-house real estate professionals handle everything. They know how to manage rental properties, handle maintenance, and sell homes for the best possible price when the time comes.
In the end, our clients don’t just get a trustee; they get a powerhouse of support. Having a full office staff of attorneys, accountants, and real estate experts means every single detail of your trust is handled by a specialist. It saves our clients time, prevents stressful mistakes, and ensures that your family’s future is always in expert hands.
our Mission
The Trustees Group: Professional Administrative Trustees in California
We focus on trustee and successor trustee appointments over private family estate trusts.
Planning for Your Family’s Financial Future
If you created a trust in order to benefit your heirs or if you are thinking about creating a trust before you pass, remember that the trust is only one part of the plan. It’s a prudent and wise idea to select and retain a qualified administrative trustee to ensure your directives are executed in the manner you designate in the trust documents.
“We work with private families, banks, private lenders, private investors, and municipalities. We’ve administered and transitioned over two billion dollars in assets.”
Kevin Singer
Licensed Private Professional Fiduciary and a National Certified Guardian.