Trust administration focused on you

A trust may be the most important financial legacy you ever create. As your trustee, Yellow Cardinal Advisory Group will carefully safeguard, manage, and ultimately distribute the assets of the trust in accordance with your wishes.

Father, son, and grandfather all embracing
Father, son, and grandfather all embracing

Our role as trustee is shaped by one critical focus: your intentions

Protect your legacy

We will enforce the terms of the trust based on your intent. This means that you can ensure your wishes are followed and your loved ones are supported in the future.

Knowledgeable resource

Our team understands and applies the applicable and legal standards that govern trust administration.

Impartial administration

We are impartial to all beneficiaries to ensure a smooth transfer. We take the guess work out of managing the disbursement of your assets in a precise and timely manner.

Protect your beneficiaries

A trust ensures that your beneficiaries are protected in the event of adverse life events like divorce, lawsuits, or bankruptcy.

Professional and efficient

We administer your personalized plan in a professional manner with class-leading attention and care to the level of personal service we provide.

Is trust administration right for you?

A trust is a legal structure to transfer assets to beneficiaries, typically a spouse, children, grandchildren, or a charity. Here's why a trust might be right for you:

  • Your assets have increased substantially in value, potentially exposing your estate to increased taxes.
  • You are concerned about controlling "who gets what and when" in the event of your death or incapacity.
  • You have children from a previous marriage.
  • You have a special-needs child you want to support.
  • You own property in two or more states.
  • You want to simplify life by appointing a dependable agent to pay bills and keep tax records for yourself or a loved one.
  • You are concerned about your assets or your children's inheritance being vulnerable to creditors or divorce.

Trust and estate articles

Unlock the keys to financial success with our curated list of trust management and estate planning articles. Delve into the art of managing your legacy while easing your family through life's transitions as you learn directly from the professionals at Yellow Cardinal.

View all articles

The 5-step guide to estate planning

Wills vs. trusts

4 ways to build a powerful legacy

The no-nonsense guide to holistic financial planning

Let's get started.

Get the service, products, and attention you deserve as a Yellow Cardinal client. Complete the form here to tell us about yourself and your goals. We look forward to working with you.







NOTE: Please don't share any sensitive account information here (Account# or SSN)

*Indicates field is mandatory