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P3 Trust Management Company is a specialized firm dedicated to helping clients with existing trusts effectively maintain and manage their trusts. Our primary focus is to ensure that trust assets are preserved, managed, and distributed according to the trustee’s intent while also providing comprehensive educational support. We understand that maintaining a trust involves navigating complex financial, legal, and regulatory landscapes.
P3 offers a unique blend of trust administration services combined with personalized trustee education to empower trustees and beneficiaries to make informed decisions about their trusts. Our team of experienced professionals is committed to guiding you through the intricacies of trust management, ensuring that your trust functions smoothly and aligns with your goals.
Many individuals and families create trusts to protect wealth and achieve financial goals, but managing them can be complex. P3 was founded to help trustees and beneficiaries navigate these challenges. We provide expert support, financial oversight, and education to ensure informed trust management decisions
Managing a trust is not a one-size-fits-all process. Trusts are unique, and poor management can lead to long-term issues. At P3 Trust Management, we tailor our services to meet your specific needs, ensuring your trust is managed in alignment with your goals and the trustee’s intent.
There isn’t always a clear right or wrong way to manage a trust, but there is a better way. P3 Trust Management is an independent firm with no ties to financial institutions or external interests. We help you make informed decisions based on what’s best for your trust and its beneficiaries, focusing on compliance, asset protection, and long-term stability.
P3 Trust Management is with you every step of the way, providing expert support in maintaining compliance, preserving assets, and ensuring your trust performs according to your wishes. Our years of experience in trust management are available to you whenever you need guidance.
We take pride in the trusted relationships we’ve built with our clients. As your strategic partner, P3 Trust Management is here for the long haul—offering honest advice, consistent support, and a commitment to safeguarding your trust. Promises made. Promises kept.
Ray, a graduate of Auburn University with a degree in Business Administration and a minor in Marketing, brings a wealth of experience from the hospice and logistics industries, where he developed a passion for helping others. This passion led him to join P3 Trust Management in 2020, where he now plays a key role in managing the day-to-day operations of our growing firm.
As the Chief Operating Officer at P3 Trust Management, Ray is dedicated to ensuring that every client experiences the highest level of service. He fosters a “client-first” culture throughout the organization by creating a positive and supportive environment for the entire team. His commitment to helping trustees and beneficiaries navigate the complexities of trust management is reflected in both his leadership and his unwavering dedication to clients and staff.
Ray is based in Thomasville, AL, where he lives with his wife and continues to make significant contributions to our headquarters and client success.
Sarah attended Johnston Community College in Smithfield, North Carolina, and Campbell University in Buies Creek, North Carolina. She earned a business degree with a concentration in accounting.
Sarah brings a wealth of experience from her work in bookkeeping, tax preparation, and her extensive tenure at a CPA firm in North Carolina. At the firm, Sarah specialized in tax preparation for many business owners and assisted with various compliance audits for North Carolina government boards.
Sarah’s approach to tax planning is deeply client-focused. She is dedicated to crafting strategies that are not only advantageous for her clients and their families but also adhere strictly to compliance.
Sarah resides in North Carolina with her husband and their two beloved dogs.
Dontae earned a Bachelors and Masters degree in accounting from Georgia State University, and has been a fixture in the accounting industry for nearly 10 years.
As an accountant with a strong background in tax compliance, planning, financial reporting, and Big four public accounting experience, Dontae has worked with individuals and businesses to navigate complex tax regulations, ensure accurate filings, and identify opportunities for tax efficiency.
Dontae has hands-on experience and a deep understanding of tax provision processes, bringing both technical expertise and practical insight to every client engagement. Known for a detail-oriented and client-focused approach, he is committed to delivering clear guidance and reliable solutions tailored to each client’s financial goals.
32850 Hwy 43 Suite B Thomasville, AL 36784