INDIVIDUALS NEEDING A TRUST EXPERT
TRUMPLER WEALTH CONSULTING
acts as a private consultant to individuals with a variety of possible questions or problems.
TWC can be hired for a brief consultation or a lengthy project:
Creators (Grantors) of trusts who seek advice on selecting a trustee
Helping those planning their estate to determine the best means
of distributing assets to their heirs
Beneficiaries of a trust who want guidance in dealing with their trustee, whether an individual or a corporate trustee
Those needing help interpreting their trust document, whether
as a grantor of a trust or as a beneficiary
Individuals who have been asked to serve as a trustee and want
advice on their responsibilities and liability
Those contemplating taking legal action against a fiduciary
(trustee, personal representative or guardian)
Individuals presently serving as a trustee who need support at any level, from interpreting their responsibilities to fully managing the trust
and ensuring a proper audit trail of all decisions and actions