Trust and Fiduciary Services
Trustee Expertise
Trustee services involve the administration and management of trusts, ensuring compliance with legal requirements, and fulfilling fiduciary duties. A trustee acts as a custodian of assets, making investment decisions, distributing income, and …
Beneficiary Support
Beneficiary support encompasses the guidance and assistance provided to individuals entitled to benefits from a trust or estate. This support involves clarifying beneficiaries' rights, explaining trust provisions, and facilitating transparent …
Trust Protector Advisory
Trust protector services involve the appointment of a third-party advisor to oversee and protect the interests of beneficiaries and the integrity of the trust. A trust protector may have the authority to modify trust terms, remove trustees, resolve …
Independent Trustee Advisory
Independent trustee services entail the appointment of a neutral and impartial party to administer trusts without conflicts of interest. An independent trustee acts in the best interests of beneficiaries, managing trust assets, making …
Trustee/Co-Trustee
Trustee and co-trustee services involve the appointment of individuals or entities responsible for managing and overseeing trust assets and operations. Trustees uphold fiduciary duties, interpret trust provisions, and make decisions regarding …
Directed Trustee
Directed trustee services entail the appointment of a trustee responsible for implementing specific directions or instructions provided by the trust's grantor or other designated parties. A directed trustee may have limited authority to manage …
Administrative Trustee
Administrative trustee services involve the performance of administrative duties and responsibilities related to trust management and operations. An administrative trustee may handle tasks such as record-keeping, tax preparation, account …
Successor Trustee
Successor trustee services entail the designation of an individual or entity to assume trusteeship upon the incapacity, resignation, or death of the original trustee. A successor trustee stands ready to step into the role and fulfill fiduciary …
Estate Settlement
Estate settlement services involve the process of settling a deceased individual's affairs, including the distribution of assets, payment of debts and taxes, and resolution of legal and administrative matters. A skilled estate settlement specialist …
Free Consultation
Unlock the potential of your legal and financial future with Ally Legacy's complimentary consultation service. Based in the heart of Las Vegas, our team of experienced professionals is dedicated to providing personalized advice that aligns with …
Fill out the form below to get in touch with us.
