Protect and Manage Your Assets for Generations to Come
Turn to our estate planning attorney, serving Tuxedo Park and the surrounding areas within Orange and Rockland Counties.
Trust administration is a critical part of managing and protecting your assets for the future, ensuring that your wishes are carried out efficiently and effectively. At Legacy Fiduciary Group, we provide comprehensive trust administration services to help families in Orange and Rockland Counties preserve their wealth and avoid disputes or unnecessary costs.
Our services include managing revocable and irrevocable trusts, overseeing distributions to beneficiaries, and handling all administrative duties required by law. We also provide guidance on minimizing taxes, coordinating with financial institutions, and ensuring compliance with all legal requirements. Whether you’re managing a family trust, a special needs trust, or other estate planning trusts, our attorney is here to help you safeguard your legacy.
Contact us to discuss professional trust administration services with our attorney.
What to Expect When You Book
Our trust administration services in Orange and Rockland Counties are designed to ensure your trusts are managed in full compliance with legal requirements while meeting your specific goals. We work closely with you and your beneficiaries to oversee the administration process, protect your assets, and uphold your wishes. Here’s what you can expect:
- Management of revocable and irrevocable trusts
- Oversight of distributions to beneficiaries
- Coordintion with financial institutions and trustees
- Compliance with all legal and tax requirements
- Guidance to minimize taxes and avoid disputes
Secure your family’s legacy with our professional trust administration and compliance services.
