Trust Administration

We assist with the ongoing responsibilities involved in administering a trust, including coordinating financial matters, maintaining records, communicating with beneficiaries and professionals, and carrying out the terms of the trust.

When appointed to assist with an estate, we help coordinate the administrative process, organize financial information, work with attorneys and other professionals, and help ensure responsibilities are handled in an orderly and timely manner.

When appropriate and when legally appointed, a fiduciary may help manage financial or personal matters for an individual who requires additional support.

Responsibilities can vary depending on the court order and the needs of the individual.

A fiduciary may serve under a valid power of attorney to assist with financial and administrative matters when authorized to do so.

For clients who need additional day-to-day support, services may include organizing bills, coordinating payments, maintaining financial records, and helping keep important financial matters current and organized.

One Heart Fiduciary provides administration and support for Special Needs Trusts established to enhance the quality of life of individuals with disabilities while helping preserve eligibility for means-tested public benefits when applicable.