ABOUT US
Your Legacy, Our Trusted Stewardship
Coastal Trustee Group is an independent, boutique trustee firm dedicated to serving families in Northeast Florida with integrity, objectivity, and care. Founded by attorneys Jennifer Akin and Heather Maltby— both trusted names in St. Augustine estate law— CTG was created to provide a better solution for families who want professional, impartial trust administration without the conflicts or burdens that can arise when appointing an individual trustee.
OUR FOCUS
At CTG, our sole focus is acting as your named trustee. We do not offer investment services, which allows us to remain fully objective and solely dedicated to your family’s wishes. Our clients benefit from seamless administration, transparent communication, and the peace of mind that comes from knowing their legacy is managed by experienced professionals.
EXPERIENCE
With decades of combined experience in trust and estate law, our founders understand the complexities families face when planning for the future. We bring this expertise to every relationship, offering guidance, stability, and a deep commitment to your family’s long-term well-being.
ACCOUNTABILITY
As a professional trustee, CTG is held to the highest standards of fiduciary duty. We provide detailed reporting, regular updates, and responsive service-ensuring your trust is managed with the utmost transparency and care. Our approach is proactive, ethical, and always centered on your best interests.
TESTIMONIALS
Client Success Stories: Hear What Our Clients Say
"So very knowledgeable and efficient."
Mary M.
"Thank you for such professional and efficient service."
Georgia K.
"They took the time to explain thoroughly so we were very pleased."
Phil W.
OUR MISSION
Here for you and your family
Our mission is to provide families with trusted, impartial trust administration-ensuring your wishes are honored and your legacy is protected for generations to come. We believe in building lasting relationships based on trust, respect, and exceptional service.
At Coastal Trustee Group, we are committed to making the complex simple and the future secure.
Discover how CTG can help safeguard your legacy:
Contact us for a confidential consultation.
