Your Source for Independent Trustee Services
An independent trustee is a person or an organization that holds assets as a service to a third party. For example, a trustee may oversee your estate for the benefit of your heirs, helping to ensure that your assets are properly managed and passed to successors according to plan. Shahen Derderian & Associates (SDA) provides independent trustee services and can serve as your trustee in this capacity. Every trust must have a fiduciary––which is the trustee to the trust––to administer the trust assets, distribute trust income, and provide an accounting to the beneficiaries among other responsibilities. Independent trustees are important for a trust to run smoothly.
We help bring peace of mind to your financial future through our full range of trustee services, including:
- Trust Administration
- Trust Protector Services
- Special Independent Trustee
- Fiduciary Expert Witnesses
- Trust Accounting
- Investment Policy Creation and Monitoring
- Distributions to Beneficiaries
Independent Trustee Services for Peace of Mind
With the help of an experienced trustee, a trust can be a great financial option for holding assets and distributing them to third-party beneficiaries of the trust. Trustee services from SDA can greatly reduce the time and complexity of overseeing your trusts. Enjoy more financial peace of mind by letting us ensure that your trusts are impeccably managed.
For more information about specific types of trusts and how our independent trustee services can help you manage them, please contact us today to schedule a consultation.