Trust Creation and Management Services

What is a Trust?

A trust is a fiduciary arrangement that allows a third party, a trustee, to hold and administer assets on behalf of one or more beneficiaries. A trust is traditionally used for minimizing estate taxes and can offer other benefits as part of a well-crafted estate plan.

Benefits of a Trust:

  • Trusts usually avoid probate.
  • If it is an irrevocable trust, it may not be considered
    part of the taxable estate.
  • Assets in a trust, may also be able to be passed
    outside of probate.
  • Control your wealth.
  • Protection of your legacy.
  • Privacy and probate savings.

Paul Austin Sartin, Exemplify’s CEO, is a Dallas estate planning and financial planning attorney who specializes in the creation of all types of family trusts. This includes revocable and irrevocable living trusts, testamentary trusts, charitable trusts, pension trusts, IRA rollover trusts, and asset protection trusts.

After a trust has been created by our firm, or another, we also offer management services to assist our clients in managing a trust as trustee.

Led by a Dallas estate planning and financial planning attorney experienced in serving as a fiduciary and trustee, Exemplify Financial Services serves as an impartial third party trustee under various types of trusts, revocable and irrevocable living trusts, testamentary trusts, charitable trusts, pension trusts, IRA rollover trusts, and trusts created by Court order. Exemplify’s trust officers act solely as an impartial fiduciary in the best interests of beneficiaries under these trusts, providing personalized services at a much more reasonable fee than a banking institution charges.

Our professionals have extensive experience with trusts funded with unique assets including real estate, closely held businesses, art, jewelry, stocks, bonds, litigation claims, securities, and other high-value unique assets. We also have an extensive network of Dallas-Fort Worth estate planning professionals, including attorneys, accountants, investment managers, financial institutions, and financial advisors whom we work with, tailoring our services to each unique trust.

In addition, we have extensive experience in Texas courtrooms within the probate, bankruptcy, and civil and commercial litigation sphere where necessary in order to represent trusts and estates, either as executor or trustee under a last will and testament, or trustee under a trust, or both. One of our primary objectives is to keep the peace within personal relationships between family members, business partners, and beneficiaries and to be transparent in the actions we take.

Our trustee responsibilities include:

Safekeeping and distributing assets

Keeping records

Trustee accounting

Managing investments

Filing taxes

Maintaining and selling real estate

Overseeing business interests

Gathering and preserving jewelry, artwork, and furnishings

Paying expenses

Resolving beneficiary disputes

Communicating with attorneys, CPAs, financial advisors, banking institutions and other professionals

Fully administering and closing trusts and estates

Make An Appointment Today

Discuss how and what kind of trust could give you the most benefit by filling out our online contact form
or giving us a call.

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