Often a non-professional trustee, like a friend or family member, is the best choice to serve as trustee. With personal knowledge of the trust maker’s needs and desires, that individual can often be the most responsive option. But when a non-professional trustee lacks experience or knowledge, Bespoke Protector Company is available to advise the trustee in administration matters to help the trustee manage the trust properly.
When we serve in an advisory role, we provide nonbinding advice to the trustee to give them a sounding board and “back office” help when needed. When serving in an advisory capacity, our fee can be structured as an annual retainer (for unlimited support) or structured on an hourly basis. CONTACT US to learn more.
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