Professional Services | Trustee Texas

Professional Trustee Services & Specialties

Trustee

Responsible for managing and administering a trust, ensuring assets are protected and distributed according to the trust’s terms.

Estate Admin

Oversees the legal and financial affairs of a deceased’s estate, including managing assets, paying debts, and distributing the estate to beneficiaries.

Personal Fiduciary

Entrusted with the legal and ethical obligation to act in the best interests of another person, managing financial affairs and making decisions on their behalf.

Kevin offers the following benefits to each of his clients:

A collaborative approach in working with your financial advisors and attorneys to administer your trust according to your wishes and needs
Personalized, responsive attention that you will not receive from a bank or corporate trustee
You are never more than a phone call away from Kevin
No conflict of interest between administering your trust or estate and providing investment advice
Customized services based on your needs and adaptable to changing circumstances with you or your estate/trust

What My Clients And Colleagues Say

Extremely knowledgeable and experienced conceptually, legally and practically. He knows how trusts work. Highest possible reputation for integrity and experience.

Trusts and Estate Attorney

He’s knowledgeable, super responsive and whenever I have a question or (especially when) I have a “Dilemma”, he’s on top of it, every time, no delays, no committees. It has really been a great, less-stress partnership and I appreciate Kevin. I would highly recommend him to anyone in a heartbeat.

Private Client

Let's Chat About How I Can Help

Contact me directly by phone at (214) 578-2662 or fill out the form below to send me a message.