Services

Thompson Trustee Services is a boutique firm offering fully-customized services to meet the needs of each family. Below is a collection of high-level summaries of our offerings.

Independent Trustee

A neutral, long-term fiduciary who works alongside your team to carry out the trust’s purpose and support the people it was meant to benefit.

Trust Administration

Oversee estate settlement and trust operations, coordinating with legal and tax advisors to ensure smooth, thoughtful distributions.

Co-Trustee Support

Partnering with a family member to share duties and provide fiduciary mentorship, with the goal of stepping back once they’re ready to serve independently.

Real Estate Specialization

Whether managing long-term or liquidating assets, work with the most specialized fiduciary in the country who can act quickly and maximize value for beneficiaries.

"The ideal trustee is the one who helps beneficiaries think for themselves instead of robbing them of that ability." -Hartley Goldstone