Trust Administration
Professional oversight and Management

Leaving behind a financial legacy through a Trust fund helps ensure loved ones will be taken care of. Often used as an estate-planning tool, Trust funds help pass wealth from one generation to the next. As Trustee, we administer funds according to the trust documents, we invest funds according to our conservative, moderate-aggressive, or aggressive investment policy – based on the trust balance, beneficiary age, and life expectancy. 

Selecting us to serve as trustee ensures long-term support for trust beneficiaries while protecting funds from wasteful spending. Grantors will have peace of mind knowing the funds will be professionally managed and overseen, keeping the family unified from one generation to the next. 

We understand your needs:

Professional Trustee

Stewarding wealth means putting into practice core values that will sustain individuals as well as their fortune. Choosing Good Shepherd fund as your Trustee means professional management and oversight of funds. This ensures the grantor’s wishes are fulfilled.

Beneficiary Services

Whatever you need, we are here for you. We are waiting for your call with open arms and open ears —because, at Good Shepherd Fund, you are part of our family. Beneficiaries and their loved ones can count on us to be there to advise, coach, and support them when needed.

Utilizing Funds

We make it easy to access funds. From small to medium payouts, for bills and shopping, to large payouts, for cars and houses, beneficiaries have the option to either use their True Link VISA card for purchases on the go or submit requests as they come up.

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Successor Trustee

As Successor Trustee, we administer funds according to the original trust documents, we invest funds according to our conservative, moderate-aggressive, or aggressive investment policy based on the trust balance, beneficiary age, and life expectancy. Selecting us to serve as successor trustee ensures long-term support for beneficiaries while protecting funds from wasteful spending.

Special Needs Trust

We manage Special Needs Trust to ensure needs-based government benefit eligibility remains intact while enhancing your loved one’s quality of life. Whether you’re looking for us to professionally administer your loved ones’ Special Needs Trust or looking for us to step in as Successor Trustee , we are here to help.   

Guardianship

Conservator of the Person

We protect the personal interest of your family members who are aging or have special needs including oversight of their caregivers, medical providers, and those handling their financial responsibilities. 

This service is available on a temporary or long-term basis. 

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