Trust Administration

I manage the day-to-day operations of established trusts with clarity, care, and full compliance. My role is to ensure that the trust functions smoothly, that beneficiaries receive appropriate support, and that all fiduciary duties are met.

Services Include:

Distribute funds according to trust instructions
Maintain accurate financial records
Coordinate with attorneys, CPAs, and beneficiaries
Ensure compliance with fiduciary duties and reporting requirements
Monitoring trust activity for consistency, accuracy, and long-term stability

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

Special Needs Trusts (SNTs)

SNTs require precise handling to protect eligibility for public benefits while honoring the trust's intent. I provide structured, compliant administration that supports both the beneficiary's needs and the trust's long-term purpose.

What I handle:

Managing distributions to avoid benefit disruption
Communicating with families, care teams, and professionals
Navigating reporting and compliance requirements
Coordinating purchases and services that enhance quality of life
Monitoring benefit rules to ensure ongoing eligibility

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

Payee Services

I provide payee service for individuals who need structured financial management, reliable bill payment, and consistent oversight. This includes beneficiaries receiving government benefits as well as adults who simply need help staying organized and financially stable.

Who I support:

Individuals receiving SSI or SSDI
OTR truckers and traveling professionals
Older adults who need assistance managing monthly finances
People with cognitive, medical, or situational challenges
Anyone who benefits from a trusted third party handling essential financial tasks

What I handle

Monthly budgeting and bill payment
Tracking and documenting all expenditures
Ensuring funds are used for the beneficiary's best interest
Maintaining required records for benefit programs when applicable
Coordinating with family, care teams, and professionals

Bookkeeping & Financial Oversight

I offer flexible bookkeeping support for trust accounting, small businesses, and individuals who need reliable financial organization. My focus is accuracy, clarity, and long-term financial stability.

Bookkeeping services include:

Monthly reconciliation and reporting
Expense tracking and categorization
Coordination with tax professionals
Preparing financial summaries for attorneys, CPAs, or trustees
Maintaining organized records for audits, reviews, or annual reporting

Ideal for trustees, small business owners, and individuals who need a dependable financial structure.

Payroll Services

I provide payroll support for small businesses, household employers, and trust-funded care arrangements. My services ensure accurate processing, compliant filings, and smooth payment workflows.

What I handle:

Payroll processing and paystub generation
Federal and state tax withholding
Quarterly and annual payroll filings
Direct deposit setup
Year-end W-2 and 1099 preparation
Maintaining payroll records for audits or professional reviews

Ideal for families employing caregivers, small businesses, and trustees managing care-related payroll.

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