Professional Trustee Services in Utah—Integrity, Expertise, Peace of Mind
Our Services
Successor Trustee Services for Final Distributions
At Lone Peak Trustee Services, we provide expert Successor Trustee services to ensure seamless trust administration upon the grantor’s passing.
From managing assets and resolving debts to making final distributions to beneficiaries, we handle every detail with professionalism and care.
Once all obligations are fulfilled, we close the trust, providing a clear final accounting for peace of mind.
Ongoing Trust Management for Minors, Special Needs, and Vulnerable Beneficiaries
Lone Peak Trustee Services offers professional and compassionate ongoing trust management to ensure the financial security of minors, individuals with special needs, and other vulnerable beneficiaries.
We provide responsible asset protection, thoughtful distributions, and expert administration of Special Needs Trusts to maintain government benefit eligibility.
Comprehensive Trustee Services for Complex Trusts
Lone Peak Trustee Services specializes in the administration of complex trusts, including tax-advantaged, asset protection, and dynasty trusts.
We ensure compliance with tax laws, safeguard assets, and implement tailored distribution strategies to meet your estate planning goals.
From minimizing estate taxes to protecting wealth from creditors, we handle all aspects of trust management, including reporting, tax filings, and collaboration with your advisors.
About Lone Peak Trustee Services
Lone Peak Trustee Services was founded by the experienced estate planning attorneys at Cutler | Riley Law, who recognized the challenges their clients faced in finding reliable, transparent, and reasonably priced third-party trustees. In Utah, only banks can operate as trust companies, leaving limited options for families and individuals, as most banks charge exorbitant fees and cater exclusively to the very wealthy.
Lone Peak Trustee Services leverages a unique approach, operating as a trust company under a legal exception that allows court-appointed trustees. With our proprietary trust provisions, we make the process simple, cost-effective, and accessible. Clients benefit from the oversight of a court-appointed trustee without the burdens of excessive fees, formal accountings, or bonds.
By prioritizing customer-friendly solutions, Lone Peak Trustee Services provides professional trust administration that is affordable, efficient, and tailored to your needs. Trust us to bring clarity and peace of mind to your trust management.
Contact Us
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