Trust Administration

As an independent trustee, I manage the day-to-day operations of established trusts with care, clarity, and compliance. My role is to ensure that the trust functions smoothly and in accordance with its terms—always with the beneficiary’s best interests in mind.

Services include:

Distributing funds according to trust instructions
Maintaining accurate financial records
Coordinating with attorneys, CPAs, and beneficiaries
Ensuring compliance with fiduciary duties and reporting requirements

Note: I do not create or draft trusts. I step in once the trust is established.

Special Needs Trusts (SNTs)

Special Needs Trusts require a nuanced understanding of public benefit programs and strict distribution rules. I bring experience and sensitivity to this work, helping families protect eligibility while honoring the trust’s intent.

Support includes:

Managing distributions to avoid benefit disruption
Communicating with families and care teams
Navigating reporting and compliance requirements

While I specialize in SNTs, I work with a wide range of trust types.

Bookkeeping & Financial Oversight

Need help with trust accounting or small business bookkeeping? I offer flexible financial support to fill in the gaps—whether as part of trust administration or as a standalone service.

Bookkeeping services include:

Monthly reconciliation and reporting
Expense tracking and categorization
Coordination with tax professionals

Service Area & Availability

I’m based in Montana and work with clients both locally and remotely. Whether you’re a family member, professional advisor, or beneficiary, I’m here to help.

Schedule a Free Consultation