OUR SERVICES
Coastal Trustee Group offers impartial, expert trust administration for families seeking continuity, objectivity, and peace of mind.
We step in as trustee during your lifetime if you become unable or prefer not to manage your trust. Our team handles asset management, bill payments, and distributions, always with your best interests in mind.
Upon your passing, we take on the responsibility of trust settlement. This includes identifying and protecting assets, paying obligations, and distributing inheritances to beneficiaries according to your instructions.
For trusts designed to last beyond one generation, we provide consistent oversight, investment monitoring, and beneficiary support. Our focus is on compliance, transparency, and safeguarding your family’s future.
