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Services

Personal Trustee

With our transparent and comprehensive process, you have access to a committee-driven expert team at an affordable hourly rate.

  • Beneficiary lifestyle support and planning
  • Trust management and investment policy monitoring
  • Tax planning and coordination

Executor Services

We offer access to neutral, unbiased service
at an hourly rate.
  • Trust creation and establishment
  • Estate processing and trust administration, with attorney and CPA coordination
  • Beneficiary communication and distribution processing
  • Access to Astra’s strategic partners and resources

Trust asset management

As financial advisors ourselves, we know how trust assets should be managed. It is our job to ensure your trust is properly allocated and invested.

  • Access to expert team of financial advisors, CPAs, and estate planners
  • Investment policy creation and adherence
  • Asset-based reporting and investment policy accountability
  • Regular review of trust assets
  • Quarterly reporting
  • Custom management to trust guidelines and beneficiary needs

Client Services

We offer full-service, personalized management of your day-to-day needs.
  • Bill pay
  • Bookkeeping
  • Cash flow reporting
  • Budget planning
  • Ongoing correspondence with all strategic partners and third parties
  • Cash control and processing
  • Initial and annual investment reviews
  • Access to Astra’s strategic partners and resources

Ready to get started?

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Astra Fiduciary Services does not provide investment advice or management services.