Trust Administration — Ongoing

Steady Oversight for Multi-Generational Trusts

For families who’ve planned for generations to come, Coastal Trustee Group provides enduring administration of long-term and perpetual trusts—offering stability, consistency, and full fiduciary accountability.

Built to Serve Generations

Unlike individual trustees who may pass away, relocate, or experience changing circumstances, CTG offers uninterrupted service that ensures your family’s trust endures and performs over time.

Our Long-Term Role Includes:

Managing and monitoring investments in coordination with your advisors
Making distributions in accordance with trust terms
Supporting beneficiaries across multiple life stages
Preparing regular reports and tax filings
Ensuring compliance with evolving laws and regulations

Transparent, Committed, and Neutral

Our professional trustees are regulated, insured, and held to the highest fiduciary standards. We remain impartial and always focused on the best interests of the trust and its beneficiaries.

Your Legacy, Our Lifelong Priority

With CTG, you gain a partner committed to safeguarding your family’s values, assets, and future—today, tomorrow, and beyond.

Ongoing administration for multi-generation trusts