About Wyvern Trustee

At Wyvern Trustee Services, I serve as an independent trustee—focused on the day-to-day management and long-term integrity of your trust. Whether you're a family member navigating a loved one's special needs trust or a professional seeking reliable administration, I bring clarity, consistency, and care to every relationship.

What I do

I help families, professionals, and beneficiaries manage established trusts with clarity, care, and compliance. My role begins once a trust is in place—whether it’s coordinating distributions, maintaining records, or navigating the complexities of a Special Needs Trust.

Services include:
• Trust administration
• Special Needs Trust oversight
• Bookkeeping for trusts and small businesses

Why Choose Wyvern Trustee?

Choosing a trustee is about more than credentials—it’s about finding someone who listens, follows through, and puts your needs first. At Wyvern Trustee Services, I bring a thoughtful, transparent approach to every relationship, grounded in professionalism and care.

What Sets Me Apart:

• Independent & Impartial
  I serve as a neutral third party, focused solely on honoring the trust’s intent and supporting its beneficiaries.

• Detail-Oriented & Responsive
  From recordkeeping to reporting, I bring precision and consistency to every task—and I communicate clearly every step of the way.

• Special Needs Trust Experience
  I understand the nuances of SNTs and work closely with families to protect benefits and ensure long-term stability.

• Flexible Bookkeeping Support
  Whether you need full trust administration or just help keeping the books in order, I offer services tailored to your needs.

• Montana-Based, Nationally Available
  I’m based in Billings, MT, and work with clients both locally and remotely across the U.S.

If you’re looking for a trustee who’s approachable, thorough, and committed to doing things right, I’d be honored to support you.

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