COMING SOON
Trust and Administration
Institutional Trustee Services for Complex Estates
Retired.com provides directed and discretionary trustee services, fiduciary administration, and fund administration for individuals, families, and institutional partners with sophisticated needs.
★★★★★
COMING SOON
How It Works: Onboarding With Retired.com
1. Discovery Call
Walk us through the trust structure, asset mix, and beneficiaries. We confirm fit and scope.
2. Onboarding
Trust documentation review, asset transfer planning, and dedicated trust officer assignment.
3. Ongoing Administration
Statements, fiduciary reporting, distribution management, and tax coordination on a defined schedule.
Top Benefits of Partnering With Retired.com
Asset-Class Flexibility
Support for alternatives, real estate, digital assets, and operating businesses inside trust structures.
Dedicated Trust Officer
Each relationship is staffed with a named trust officer, not a rotating service team.
Coordinated Service Model
We work alongside attorneys, advisors, and CPAs as part of a coordinated client service team.
Transparent Pricing
Predictable, disclosed administration fees aligned with asset complexity and service scope.
Resources
Your Trust Blueprint, for Free
Wondering when to use a directed versus discretionary trustee, how to handle alternative assets in a trust, or how to evaluate administration providers? Our resource center has the answers.
Learn Before You Choose with Retired.com’s Trust Content
The latest insights on trustee services, fiduciary administration, and complex asset trusts from our trust team.
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Frequently Asked Questions
What types of trusts do you administer?
Revocable and irrevocable trusts, dynasty trusts, charitable trusts, special-purpose trusts, and others. Our team can confirm fit during discovery.
Do you serve as directed or discretionary trustee?
Both. We can act as directed trustee under instruction from an investment advisor or family office, or as discretionary trustee with full fiduciary authority.
Which states do you serve?
Our trust services are offered through state-chartered or affiliated trust entities. We can confirm jurisdictional fit and situs options based on your needs.
How do you handle alternative assets?
Alternative assets are valued, documented, and administered according to documented policies. Our operations team has experience with real estate, private equity, digital assets, and operating businesses.
How do you coordinate with our attorneys and CPAs?
We treat advisors, attorneys, and CPAs as part of a coordinated client service team. Communications, distributions, and tax filings are handled with documented coordination.
What reporting do you provide?
Statements, fiduciary minutes, asset valuations, distribution histories, and tax-related reports on schedules tailored to each trust.
What is your fee structure?
Pricing depends on asset mix, complexity, and service scope. We share a transparent fee schedule before engagement.
How long does it take to onboard a trust?
Most relationships move to active administration within four to twelve weeks, depending on document review and asset transfer requirements.
Your Future Starts Now. Let’s Build It Together.
A trustee equipped for modern wealth
