Trust Administration
Managing and administering trusts to protect beneficiaries’ interests.
Overview
Trustees carry significant fiduciary responsibilities. We advise trustees on their duties, help manage trust assets, prepare accountings, and ensure compliance with both the trust document and Georgia law. We also represent beneficiaries with concerns about trust management.
What We Handle
Trustee duties and compliance guidance
Trust asset management and investment oversight
Preparation of trust accountings and reports
Trust modification and termination petitions
Beneficiary rights and dispute resolution
Successor trustee transitions
Why Choose Us
We provide trustees with clear, practical guidance that protects them from personal liability while fulfilling their obligations to beneficiaries with integrity.