Trust compliance is the cornerstone on which a professional administrative trustee’s duties are built. Adhering to the directives set forth in the trust document is imperative to any trustee’s duties.
The Trustee Group knows the importance of following the wishes established by the settlor and follows through on the intentions of the decedent.
When decisions regarding the assets of the trust are considered, we always refer back to the original trust documents. We are not cavalier and make conservative decisions.
When questions, issues, or concerns are brought to us from beneficiaries or their legal counsel, we always refer to the trust documents to guide us in our responses. It is our goal to make sure our actions reflect the intentions and wishes of the settlor.