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The Trustee Group

The Trustee Group

Administrative Trustee Services | Professional Trustees

  • The Trustee Group
    • Kevin Singer: Professional Trustee
    • The Professionals at The Trustee Group
    • Trustee Articles
      • What Makes The Trustee Group the Right Choice?
      • Choosing Your Trustee: How to Make the Right Decision for Your Family Trust
      • The Importance of Hiring a Trustee with Real-World Real Estate Experience
      • A Professional Trustee Can Help Protect Your Clients
      • The Importance of a Successor Trustee with Regard to Irrevocable Trusts
      • A Professional Administrative Trustee Can Make Things Easier
      • The Benefits of a Selecting a Professional Administrative Trustee
      • Can My Attorney Be My Trustee?
  • Important Terms
    • Sample Trustee Report
  • Find a Professional Trustee
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Sample Trustee Report

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 Trustee 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.

The Trustee Group: Sample Trustee Report
The Trustee Group: Sample Trustee Report
Kevin Singer: Founder of The Trustee Group To Learn More About The Trustee Group, call:
Kevin Singer at 310.552.5315
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The Trustee Group does not provide legal and/or tax advice of any kind. Please consult with your legal or tax professional with regards to such matters.