Skip to main content

fiduciary1.systechnow.com

Services

Home > Services

Professional Fiduciary Services

Trustee

Personal Representative

Guardian

Conservator

Medical and Financial Agent Under Power of Attorney

Contract Court Accounting Preparation

Special Needs Trust Administration

Contract Fiduciary Services

Trustee

A Trustee is appointed to manage and administer assets held in a trust for the benefit of its beneficiaries. Responsibilities may include managing financial accounts and property, paying expenses, making distributions, maintaining financial records, preparing accountings, coordinating tax matters, and communicating with beneficiaries and professional advisors.

The Trustee must follow the terms of the trust and exercise independent judgment in protecting and managing trust assets.