Sample Trustee Report
A Trustee Report details the specific events and progress that occurred the prior month
On a monthly basis we publish A Trustee Report which details the specific events and progress that occurred the prior month on your case. It is our way of providing our clients with clear, open, and transparent communication. The professional trustees at The Trustees Group use reports such as these to stay in touch with the beneficiaries and their counsels.
We believe that honesty, integrity, and reliability are characteristics that must be upheld in order for you to be comfortable with your trustee.
If you have any questions or concerns, please feel free to reach out to us at: 310.552.5315
Click the image below to view a sample copy of A Trustee Report.
Our Mission: 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.