Successor Trustee
Trust administration after a Trustee Resigns
There may come a time, then an active trust is being managed by someone and they decide they no longer what to administer or be responsible for the Trust. This is where we come in. As a Professional Trustee, we can step in as successor trustee when the current trustee is no longer willing or able to serve.
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.
Successor Trustee
Trust administration after a Trustee Resigns
There may come a time, then an active trust is being managed by someone and they decide they no longer what to administer or be responsible for the Trust. This is where we come in. As a Professional Trustee, we can step in as successor trustee when the current trustee is no longer willing or able to serve.
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.
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.
You may also be interested in:
Trust Administration
We help you provide for your family members through a Trust, so government benefit eligibility remains intact. Assets are protected and spending is monitored through our professional trust administration. We can also, stand-in as Successor Trustee when a trust has already been established.
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.
Trust Administration
We help you provide for your family members through a Trust, so government benefit eligibility remains intact. Assets are protected and spending is monitored through our professional trust administration. We can also, stand-in as Successor Trustee when a trust has already been established.
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.
SCHEDULE A FREE 90-MIN CONSULTATION TODAY!
Learn more about our services and receive updates from The Good Shepherd Fund.
Learn more about our services and receive updates from The Good Shepherd Fund.
Schedule a FREE 90-min consultation today.
Learn more about our service and get updates from Good Shepherd Fund