SD Trustee Consulting, LLC
Our goal is to help navigate successor trustees and executors from start to finish because we understand that managing an estate can be overwhelming. Whether you're new to the role or need help with specific tasks, we're here to assist you. With 15 years of experience in trust and estate administration, we can guide you through everything from organizing documents to the marshaling and distribution of assets, allowing you to focus on what matters most. Let us simplify the process so you don't have to handle it alone.
A trustee must understand the terms of the trust, ensure the safety of the assets, manage, and invest those assets, make ongoing decisions regarding how and when beneficiaries receive payments, maintain accurate financial records, provide tax-related forms to the CPA, and, most importantly, communicate with the beneficiaries, addressing their questions and providing an accounting of the trust assets.
Navigating the obligations of running a household, handling finances, and addressing legal matters after the passing of a dear one can feel like a daunting task. Settling an estate can be complex, costly, and time-consuming, requiring a significant amount of effort and dedication. We are here to support you through this journey, alleviate your burden, and allow you to concentrate on your family. While you remain the trustee, we are ready to assist you as your fiduciary partner.
Let’s set up a free consultation to ensure you’re on the right path!
Mahalo!
Shin Domen
Founder SD Trustee Consulting, LLC