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.