Serving as a Sole Professional Trustee, I assume full fiduciary responsibility for administering a trust in accordance with its terms and applicable Texas law. This role involves managing the trust’s assets, carrying out discretionary and mandatory distributions, communicating with beneficiaries, maintaining financial records, and ensuring proper tax reporting. When named as sole trustee, I act with complete independence, bringing clarity and consistency to the administration process, which is particularly beneficial in families where a neutral, experienced hand can help avoid conflict and maintain focus on the grantor’s intentions.

With a background as fiduciary counsel for two banks and an investment firm, I bring both legal acumen and financial insight to the position. I work closely with the trust’s financial advisors, CPAs, and estate planners to ensure seamless collaboration and coordination. Every trust I administer receives personal attention and careful stewardship, and my fee structure is custom-built to reflect the complexity of the trust’s terms, the types of assets involved, and the anticipated level of administrative involvement.

By choosing an experienced individual professional trustee, grantors can ensure their legacy is handled with competence, responsiveness, and a level of service that corporate fiduciaries often struggle to match. For beneficiaries, my role as sole trustee provides a single, accessible point of contact and a reliable administrator committed to open communication and fair dealing.