Trustee
Flexible. Professional. Experienced.
With their legal and business backgrounds, the fiduciaries at Pegasus Fiduciary Services have the knowledge to administer clients’ trusts in a manner that meets their goals and purposes. Our small staff, and low overhead, allows us to tailor our services to the particular needs of each client.
Trust Administration and Trustees
Pegasus Fiduciary Services, LLC provides trust administration services for those who are no longer able or willing to manage their financial affairs, or those who wish to have a successor trustee assume responsibility for asset management. We are available to act as court-appointed trustee of testamentary, special needs, revocable and irrevocable trusts, both large and small.
What does a trustee do?
- Marshal and manage or collaborate with outside investment managers
- Review stock holdings/confer with financial planners and brokers
- Secure and value personal and real property
- Prepare trust inventories of assets and trust accountings
- Prepare financial reports; consult with CPAs and accountants
- Assist in gathering information for tax return preparation
- Manage real property, including sale and lease; supervise repairs and maintenance
- Prepare tax returns
- Post bond, if required
- Manage businesses held in a trust
Pegasus Fiduciary Services does not provide legal services, including the preparation legal documents. Fees for trust administration services vary based upon the fee arrangement selected and services rendered.