Trust Administration

Schedule a Consultation

Fiduciary Guidance When It Matters Most

Whether you are a first-time trustee or a seasoned corporate fiduciary, our team simplifies Georgia trust administration from initial inventory to final distribution.

Our Services

  • Notice & Duty Letters to beneficiaries
  • Asset Inventory & Valuation
  • Annual Accountings & Tax Returns (Form 1041, GA 501)
  • Investment Policy Statement (IPS) Compliance
  • Dispute Resolution & Mediation
  • Trust Modifications & Decanting under O.C.G.A. § 531262

Risk Management Checklist

  • Prudent Investor Act alignment
  • Documented distribution rationale
  • Statute of limitations waivers from beneficiaries

Common Questions

Can I be personally liable as a trustee?
Yes: failure to follow trust terms or prudent investor standards can trigger personal liability. Proper guidance protects you.

Contact Us

Need help administering a trust? Schedule a fiduciary strategy session at (404) 538-9030 or contact us online.

Services

All Services

Testimonials

Jake is a person who really cares about his work. Can't recommend him enough and definitely telling my friends and family about his services.

- Catherine B.