THE P3 ADVANTAGE

Discover what sets P3 Trust Management apart.
Learn why our clients trust us to protect their legacy

WHO WE ARE

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.

OUR PURPOSE

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

Your Needs Come First

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.

Independent and Objective

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.

We Are an Extension of Your Team

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 Are in it for the Long Term

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.

The P3 Difference

In the trust management industry, mediocre service is far too common. The P3 difference means we keep our promises and go above and beyond to ensure that your expectations are not only met but exceeded. Once you become a P3 Trust Management client, you are a client for life!

Why Wouldn’t Clients Love Us?

We Do What We Promise

In an industry where broken promises and transactional relationships are all too common, we stand by our word. At P3 Trust Management, we deliver what we promise—no shortcuts, no excuses.

No Guesswork

Managing a trust can be complex, but with P3, there’s no guesswork. Our trust experts guide you through every step, ensuring your trust is managed with precision, compliance, and your goals in mind.

Same Services...But Better

P3 Trust Management offers the same core services as other firms, but what sets us apart is our commitment to exceptional service. We provide proactive advice, quick responsiveness, and unwavering follow-through.

A Partner for Life

Our clients come from various backgrounds—self-managed trusts, competitors, and more. They stay with P3 for the long term because we prioritize client satisfaction. The trust relationship doesn’t end with the setup; we are by your side for the long haul.

Hands-On Consulting

We don’t sell services—we provide solutions. P3 Trust Management team members are consultants at heart, focused on understanding your needs, reviewing data, and offering strategies that work for you and your trust’s unique circumstances.

We Think Big

At P3, we don’t just focus on today; we look to the future. Whether it’s new legal requirements, innovative asset protection strategies, or evolving family dynamics, we ensure your trust stays aligned with long-term goals. We think big and plan for your legacy.

THE EXPERIENCE YOU NEED:

Meet The Golden Tax Relief Team

Meet Ben Golden

Certified Tax Planner and Enrolled Agent

Throughout my postgraduate years and career, I’ve navigated the complexities of financial management for a diverse clientele, including corporations, trusts, estates, and individuals, evolving from a clerk to a staff accountant, and ultimately, a business owner. My journey in trust and financial planning began with a passion for helping clients protect their wealth and ensure their assets are managed according to their wishes. This path led to the founding of P3 Trust Management, where I combined my expertise in trust administration with a commitment to personalized client care. Having seen firsthand the challenges trustees and beneficiaries face, I was driven to create a firm that provides comprehensive support, ensuring trusts remain compliant and assets are protected for future generations. At P3 Trust Management, our mission is to offer proactive, strategic trust management services that not only preserve wealth but also empower trustees and beneficiaries to make informed decisions. My academic background, including a Master’s in Taxation from Golden Gate University and a Bachelor’s in Accounting from the University of Alabama, combined with certifications as a Certified Tax Planner (CTP), Certified Tax Coach (CTC), and Tax Resolution Specialist (CTRS), underpins my commitment to offering expert guidance in navigating the complexities of trust law and financial planning.

Take the first step towards securing your legacy.

START MANAGING YOUR TRUST NOW!

Meet RAY

Chief Operating Officer

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.
Ray Jordan

Meet Sarah

senior tax advisor

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.

Sarah Neighbors

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ABOUT US

P3  Trust  Management  Company  specializes  in  helping  clients  maintain  and  manage  their existing  trusts.  We  focus  on  preserving  trust  assets  and  ensuring  they  are  managed  and distributed  per  the  trustee’s  intent.  Our  services  combine  trust  administration  with personalized education to empower trustees and beneficiaries to make informed decisions.

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ADDRESS

32850 Hwy 43 Suite B Thomasville, AL 36784

Contact Us

support@p3trusts.com

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