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The Trustee Group

The Trustee Group

Administrative Trustee Services | Professional Trustees

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    • Kevin Singer: Professional Trustee
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      • 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
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      • Can My Attorney Be My Trustee?
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Accounting

By Professional Trustee | Administrative Trustee

Accounting is the backbone of every business. Tracking the income and expenses are a critical part of maintaining a business’ financial health. Timely and accurate accounting provides the information needed in order to make the necessary adjustments for maintaining profitability.

The Trustee Group maintains a full office staff that includes four full-time accountants to make sure we can keep track of the trust’s income and expenses. We provide full transparent information to the beneficiaries of the trust.

As part of our commitment to transparency with regard to the trust and its administration, each month, we provide a Trustee Report to the beneficiaries of the trust as well as to their legal counsel.

The Trustee Report is unique in the industry and includes the following:

  • Bank Statements,
  • Statement of Revenues, and
  • Statement of Expenses.

This report provides our clients with a level of transparency that is unique to the industry.

« Business Oversight
Tax Filing »
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.