Verity Legacy Management Services
Trustee Administrative Support
Support for individual and professional trustees, co-trustees, successor trustees, and trust protectors managing new or existing trusts. Trust administration is not simply managing money. It is managing documentation, process, and fiduciary risk.
Key ways we support trustees and trust protectors include:
Income and principal tracking
Beneficiary accountings and periodic reports
Monthly expense and distribution tracking and reconciliation
Support in maintaining spending plans consistent with trust terms
Coordination of benefit agency reporting for special needs and similar trusts
Bill pay coordination and payment tracking
Tax coordination, including gathering documentation and tracking estimated tax payments
Trustees and trust protectors retain the full discretion granted by the trust agreement over distributions and investment decisions; the firm assists with carrying out and documenting those decisions.
Estate Administration Support
Support for personal representatives and executors who are looking for help maintaining orderly records to efficiently settle estates.
Our support for personal representatives and executors include:
Inventory preparation and assistance compiling asset lists
Bill pay coordination and tracking of ongoing obligations
Estate accountings and transaction tracking for reporting purposes
Tax coordination and deadline tracking, including gathering necessary documentation
Assistance with organizing, liquidating, consolidating, and transferring assets under professional guidance
Document and deadline tracking related to court requirements and notices
All legal, tax, and strategic decisions remain with the personal representative and their professional counsel; the firm focuses on practical implementation and administration.
Conservatorship Administrative Support
Support for conservators managing the financial affairs of protected persons, who want help maintaining transparent records and court-ready documentation.
Essential services for conservatorship administrative support:
Preparation support for annual court accountings and related summaries
Initial inventory preparation and ongoing asset reporting
Monthly income/expense tracking and reconciliation
Bill pay coordination and cash-flow tracking
Tax coordination, including collection of documents and monitoring estimated payments
Recordkeeping of conservator actions and decisions for reporting purposes
Coordination related to real property, business interests, and insurance
Support in applying for appropriate benefits and maintaining related records
Assistance with closing unsafe credit lines and coordinating with creditors, as directed
The conservator retains all authority and discretion granted by the court; the firm supports the administrative work required to document and maintain compliance.
Support for Professionals:
Attorneys, Financial Advisors, and Family Offices
We also partner with professional advisors who serve, or whose clients serve in fiduciary roles. Support for professionals may include:
Administrative implementation of existing trust and estate plans
Coordinated preparation of accountings, summaries, and supporting records
Structured communication support to help keep fiduciaries, beneficiaries, and advisory teams organized
Attorneys, financial advisors, CPAs, and other licensed professionals remain solely responsible for all advice and recommendations. The firm’s role is to help ensure that the administrative side of those plans is carried out carefully and consistently.