Welcome to SD Trustee Services. We provide consulting services for trustees and executors because we understand that managing an estate can be overwhelming. Whether you're new to the role or need help with specific tasks, we're here to assist you. With 15 years of experience in trust and estate administration, we can guide you through everything from organizing documents to the marshaling and distribution of assets, allowing you to focus on what matters most. Let us simplify the process so you don't have to handle it alone.
Being named a successor trustee or executor is an honor, but understand that once you step into the role, it can be overwhelming with all the unexpected complexities and responsibilities.
A trustee must understand the terms of the trust, ensure the safety of the assets, manage, and invest those assets, make ongoing decisions regarding how and when beneficiaries receive payments, maintain accurate financial records, provide tax-related forms to the CPA, and, most importantly, communicate with the beneficiaries, addressing their questions and providing an accounting of the trust assets.
If you're feeling uncertain about your fiduciary duties and could use some support, I'm here to help make the trust and estate administration process easier for you, and protect you from potential family conflicts or breaches of fiduciary duties. Let’s set up a free one-hour consultation to ensure you’re on the right path!
Mahalo!
Shin Domen
Trustee Consultant
Founder SD Trustee Services, LLC
(808) 221-5877