Trustee Support Services (“TSS”) is a unique, proprietary program that helps trustees to serve successfully and minimize risk. TSS combines extensive experience in trust administration with powerful online accounting and portfolio analysis to offer trustees cost-effective and personalized support services.

TSS provides each trustee with:

  • Guidance on basic trust operations
  • Advice about understanding and implementing trust provisions
  • Documentation of essential trust activities
  • Timely reminders of required trustee duties
  • Prudent investor compliance help
  • Fiduciary accounting services
  • Scheduled check-ups to ensure ongoing compliance

These services are provided while allowing each trustee to engage a fiduciary investment advisor that best meets the needs of the trust.

TSS is designed to work with individual trustees regardless of their level of experience. It is a comprehensive, vital solution for a reasonable quarterly fee, paid by the trust.

Key Contacts

Ronald P. Weiss

Related Practices

Trusts and Estates