OUR SERVICES

We take all the guesswork out of trust management.

Foundations Service

Essential education and annual support for clients who prefer a DIY approach.

Our Primary Services:

These videos cover essential topics on trust management, fiduciary duties, and financial planning, empowering trustees and beneficiaries to manage trusts effectively.
Ensures trust compliance with tax regulations by preparing and filing necessary documents to avoid penalties and maintain accurate records.

Provides top-level engagement with annual meetings for proactive adjustments, in-depth reviews, and immediate responses, ensuring optimal trust performance and compliance.

Guided Assurance

Regular, guided oversight with quarterly meetings and compliance checks.

Our Primary Services:

These videos cover essential topics on trust management, fiduciary duties, and financial planning, empowering trustees and beneficiaries to manage trusts effectively.
Regular check-ins monitor the trust’s status, review performance, and make adjustments. Quarterly meetings ensure compliance and alignment with the trust’s objectives.

Our Primary Services:

We monitor trust law changes, file documents, and advise trustees on compliance, reducing penalty risks and enhancing trust integrity. We ensure documentation aligns with your transactions, working alongside your attorneys.
Ensures trust compliance with tax regulations by preparing and filing necessary documents to avoid penalties and maintain accurate records.

We ensure accurate documentation and categorization of trust assets. Regular reviews prevent discrepancies and provide clear financial reporting for trustees and beneficiaries.

White Glove Service

Comprehensive, high-touch service with monthly meetings, proactive management, and audit protection.

Our Primary Services:

These videos cover essential topics on trust management, fiduciary duties, and financial planning, empowering trustees and beneficiaries to manage trusts effectively.
Provides top-level engagement with monthly meetings for proactive adjustments, in-depth reviews, and immediate responses, ensuring optimal trust performance and compliance.
We monitor trust law changes, file documents, and advise trustees on compliance, reducing penalty risks and enhancing trust integrity. We ensure documentation aligns with your transactions, working alongside your attorneys.
Ensures trust compliance with tax regulations by preparing and filing necessary documents to avoid penalties and maintain accurate records.
We ensure accurate documentation and categorization of trust assets. Regular reviews prevent discrepancies and provide clear financial reporting for trustees and beneficiaries.
Manages trust financial records, including income, expenses, and assets, ensuring accuracy for audits, reporting, and decision-making.
Allows trustees to annually review trust performance, discuss changes, and receive professional advice, ensuring alignment with the grantor’s intentions.

SECURE YOUR LEGACY WITH
EXPERT TRUST MANAGEMENT

CONTACT US TODAY

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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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