Trust Fund Services

Expert administration for various trust funds and bookkeeping solutions.

Special Needs Trusts

We specialize in managing special needs trusts to ensure financial security for beneficiaries.

A stack of books titled 'uniquely NORMAL' by Bernstein is neatly arranged in two piles. One pile has books with blue covers, and the other has white and black covers with the word 'MANUAL' prominently displayed.
A stack of books titled 'uniquely NORMAL' by Bernstein is neatly arranged in two piles. One pile has books with blue covers, and the other has white and black covers with the word 'MANUAL' prominently displayed.
Bookkeeping Services

Our bookkeeping services help maintain accurate financial records for trust fund management.

A set of tax forms and documents is placed neatly on a dark surface. There is a black coffee mug to the right of the documents, and a pen is resting on a folder. The scene suggests a workspace setting.
A set of tax forms and documents is placed neatly on a dark surface. There is a black coffee mug to the right of the documents, and a pen is resting on a folder. The scene suggests a workspace setting.

Client Feedback

Hear from our satisfied clients about our services.

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Name
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A person's hand interacts with a stack of blue booklets and a small blue box with an image on the lid. Nearby, there are some currency notes and a decorative red cover with yellow and golden accents. The scene is set against a dark blue surface.

Billings

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An open book with neatly handwritten text lies on a wooden desk. A pair of eyeglasses rests on the book, beside a ribbon bookmark. The desk also holds a marbled folder and a brass lamp with a white cloth and a red wax seal next to it.
An open book with neatly handwritten text lies on a wooden desk. A pair of eyeglasses rests on the book, beside a ribbon bookmark. The desk also holds a marbled folder and a brass lamp with a white cloth and a red wax seal next to it.
Name

Billings

★★★★★
★★★★★

Frequently Asked Questions

What are special needs trusts?

Special needs trusts are designed to benefit individuals with disabilities without affecting their eligibility for government assistance.

What services do you offer?

We offer trust fund administration, bookkeeping, and payee services, specializing in special needs trusts.

How do you ensure compliance?

We adhere to legal regulations and best practices to ensure all trust funds are managed in compliance with applicable laws.

Can you manage multiple trusts?

Yes, we can manage a variety of trust funds tailored to individual needs.

What is your fee structure?

Our fees vary based on services provided and the complexity of the trust fund.

How do I get started?

Contact us to discuss your needs, and we will guide you through

Services

Expert administration of trust funds and bookkeeping.

Trusts

Funds

mail@wyverntrustee.com

(406) 672-6113

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