The Genesis of The Trustees Group
Long before he founded The Trustees Group, Kevin Singer worked on multiple projects administering homes, businesses, assets, and trusts for the court system in California, Arizona, and Nevada. As a court receiver, Mr. Singer helped hundreds of individuals keep their businesses running while they waited for the court system to resolve their issues. These projects set the stage for what would become The Trustees Group.
Born from the desire to help families and individuals navigate the confusing waters of finding a successor trustee, The Trustees Group functions as professional administrative trustees: managing existing trusts and fulfilling the wishes of the grantor of the original trust.
By leveraging his relationships with real estate brokers, general contractors, financial advisors, and business managers, Mr. Singer is able to provide unparalleled service to their clients. With the help of his full office of professional staff, The Trustees Group swiftly and impeccably completes the necessary details required by the trusts they manage.
Finding a Trustee with Real-World Experience
Kevin Singer received much of his trust experience being appointed over trust cases by a judge. Working as court-appointed receiver, he became well-known, well-respected, and well-trusted by the courts.
After years of being appointed over trusts, his reputation as professional administrative trustees grew. He learned what to do (and what not to do) as trustee and successor trustee. It was the logical next step to form The Trustees Group so he could help more individuals and families in need of a trustee or successor trustee.
In order to further establish The Trustees Group as a step above other trustee companies, Mr. Singer sought to gain the proper trust education, certifications, and licenses. He knew that if he wanted to gain the trust and confidence of his clients, he needed to be able to document their expertise.
Find a Trustee with the Right Certifications are Important
Without proper certifications and professional licensing, you can’t be sure who you’re hiring. Just as you wouldn’t hire a lawyer who hasn’t passed the bar, you shouldn’t hire a trustee or successor trustee who isn’t a Private Professional Fiduciary or a National Certified Guardian.
Both the Professional Fiduciary Association of California and the Center for Guardianship Certification have stringent qualifications that must be met in order for applicants to become certified. There are very rigorous and demanding course requirements that must be satisfied before even being able to sit for the certification examinations.
Once a potential licensee has completed the required hours of study, they are eligible to take the examination. Once the examination is completed and passed, the certification or license is issued.
Certifications and licenses are important because they let the public know that their trustee has taken and passed an examination given by a professional organization whose charter it is to provide educational and certification services to their clients. Mr. Singer has taken and passed the educational courses given by the Professional Fiduciary Association of California are licensed Private Professional Fiduciaries and the comprehensive guardian certification program given by Center for Guardianship Certification to become National Certified Guardians.
Mr. Singer is recognized by the public and their peers as experts in the field of trusts and trusteeships and as such, are qualified professional administrative trustees.
In addition to being a licensed private professional fiduciary and a national certified guardian, Mr. Singer holds a bachelors degree in business from the University of Arizona.
The Trustees Group now has offices in Los Angeles, San Francisco, Phoenix, and Las Vegas. This enables Mr. Singer to serve a broader base of clients throughout the Southwest.
For more information about the professional trustees at The Trustees Group or to engage The Trustees Group, use our Trustee Contact Form or call us directly at: 310.552.5315.
Our Mission: Planning for Your Family’s Financial Future
If you’ve created a trust in order to benefit your heirs or if you’re 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.
Contact The Trustees Group: Licensed Private Professional Fiduciary
Contact The Trustees Group to learn more about engaging us as a Professional Trustee.
"*" indicates required fields
“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.
