At Trustworthy & Family Legacy Advisors, we provide expert Trust Management Services to ensure your trust is administered with integrity, transparency, and alignment with your long-term goals. Whether you’re establishing a new trust or maintaining an existing one, our services are designed to protect your legacy and support your beneficiaries with clarity and care.
We understand that no two trusts are usually alike. Each trust we draft is specifically tailored to meet the specific needs of its creator. Whatever the need is for the trust, it should be unique to the creator since every person has their own unique and specific goals.
Trust Protector Services
A Trust Protector serves as a safeguard for your trust, ensuring that it is managed according to your original intent—even as circumstances change. This role provides flexibility and oversight, helping to resolve disputes, replace trustees if necessary, and adapt to changes in law or family dynamics.
- Independent oversight to protect your wishes
- Authority to amend administrative provisions if needed
- Conflict resolution and trustee accountability
Our Trust Protector Services offer peace of mind, knowing that your trust has a built-in mechanism for long-term integrity and adaptability.
Annual Trust Maintenance Services
Trusts are not “set it and forget it” documents—they require regular attention to remain effective and compliant. Our Annual Trust Maintenance Services ensure your trust stays current with evolving laws, family changes, and financial goals.
- Annual trust reviews and updates
- Coordination with legal and tax professionals
- Beneficiary communication and reporting
We handle the administrative details so you can focus on what matters most—your family and your legacy.
Professional Network of Trust Advisors
Managing a trust often requires a team of experts. We provide access to a curated network of seasoned professionals—including estate attorneys, CPAs, investment advisors, and insurance specialists—who collaborate to support your trust’s success.
- Integrated, multi-disciplinary support
- Personalized recommendations based on your needs
- Ongoing coordination to ensure seamless trust administration
This network ensures that every aspect of your trust is managed with precision, professionalism, and a deep understanding of your goals.
Understanding the difference between a Trustee and a Trust Protector
The Trustee
A Trustee is defined as a person or company that is appointed by the trust creator to carry out the terms of the trust in the best interests of the trust beneficiaries. The primary function of a Trustee is to manage and administer the trust according to its terms. The trustee is legally obligated to act in the best interest of the beneficiaries.
Key Responsibilities Include:
- Manage trust assets
- Distribute assets to beneficiaries
- File taxes and maintain records
- Follow the trust document
The Trust Protector
A Trust Protector is loosely defined as a person or company who is not a trustee, not a beneficiary, and not an interested party in the trust assets but nevertheless has certain specific or delineated powers under the trust document that is appointed to carry out the terms of the trust in the best interests of you as the trust creator.
The primary function of the Trust Protector is to oversee and ensure the trust aligns with the grantor’s intent. While their role is not always fiduciary, the Trust Protector acts in a supervisory or corrective role.
Key Responsibilities Include:
- Remove or replace a trustee
- Amend trust terms due to legal or personal circumstances
- Resolve disputes between trustees and beneficiaries
- Veto or approve certain trustee decisions