Fiduciary Services

Trustee Support

The expertise and structure trustees rely on.

We support you to meet your duties accurately and without personal risk.

Being a trustee carries real responsibility — and real personal risk. We give you the structure, records and fiduciary expertise to administer a trust correctly, stay compliant and act confidently in the beneficiaries' interests. We can also act as an independent professional trustee.

Who this is for

Newly appointed or existing trustees
Families needing an independent professional trustee
Trustees overwhelmed by administration and compliance
Beneficiaries wanting a trust run properly

Common concerns we solve

“I've been appointed a trustee and I'm unsure of my duties.”
“We need an independent, professional trustee we can trust.”
“The administration is more than we can manage.”

What Crest Trust assists with

How we help with trustee support

Guidance on trustee duties and decisions

Acting as an independent professional trustee

Resolutions, records and beneficiary communication

Ongoing administration and compliance

The process

Step by step

01
Onboard
We review the trust, your role and its obligations.
02
Support
We provide structure, records and decision support.
03
Administer
We keep the trust running correctly and compliantly.

What to bring

Documents & information

A starting checklist — we'll confirm exactly what's needed for your situation. Don't worry if you don't have everything to hand.

Trust deed and Letters of Authority
Existing resolutions and financials
Beneficiary details
FICA documentation for trustees

Questions

Trustee Support — common questions

Yes. We can be appointed as an independent professional trustee, bringing fiduciary expertise and the independence the Master often expects on family trusts.

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