A second set of eyes on your trustee structure.
A short, focused review of how your trust is administered — successor planning, coordination with your attorneys and advisors, and the operational details that often go unnoticed until they matter most.
What is included
Three areas, reviewed by a corporate trustee.
Trustee structure
An operational look at how your current trustee arrangement is set up — co-trustees, directed roles, distribution committees, trust protector — and how each is functioning in practice.
Administration & coordination
A review of recordkeeping, accountings, tax-filing cadence, and how your trustee coordinates with the attorneys, CPAs, and investment advisors your family already trusts.
Continuity & succession
What happens to the trust's administration when key people change — successor trustees, beneficiary transitions, and the documentation that keeps the structure intact across generations.
Educational by design
Built to make the next conversation with your attorney sharper.
The review is shaped around the questions a long-tenured corporate trustee would ask if they were walking into your structure cold. You leave with a clearer view of how your trust is administered today — and a short list of items worth raising with your independent legal and tax counsel before they become urgent.
- Coordinated with the advisors your family already trusts
- Focused on operations, administration, and continuity
- No commitment to switch trustees or change your structure
How it works
Three steps, no obligation.
Request the review
Tell us a little about your structure using the form below. We will respond within two business days to schedule a 30–45 minute call.
A focused conversation
We will walk through your current trustee setup, ask the questions an experienced corporate trustee would ask, and flag operational considerations worth discussing with your attorney.
A written summary
After the call, you will receive a short written summary of the considerations we identified — for you to take to your independent legal and tax counsel.
Request a review
Tell us a little about your structure.
A real person at Crawford Trust will respond within two business days. We do not sell or share your information.
Crawford Trust Company is a Nevada-chartered corporate trustee and does not provide legal or tax advice. Legal analysis, document drafting, and legal recommendations come from your independent attorney. For questions about our fiduciary services, call 775-499-8900.
Frequently asked
What is a fiduciary review?
Is this a legal review of my estate plan?
No. Crawford Trust is a corporate trustee and fiduciary, not a law firm. A fiduciary review is an operational and administrative look at how your trustee structure is functioning. Legal analysis, drafting, and legal advice come from your independent attorney.
Do I have to switch trustees to do this?
No. The review is educational and does not commit you to anything. Many families and advisors use it as a second opinion or as a way to evaluate whether a corporate trustee is right for their structure.
Who should request a review?
Families with an existing trust, estate planning attorneys evaluating Nevada situs for a client, and financial advisors whose clients are approaching a liquidity event, intergenerational transfer, or trustee transition.
What happens to my information?
Your information is sent to our intake system and used only to schedule the review and follow up. We do not sell or share contact information. See our privacy policy for details.
Get in touch
Preserving legacies and peace of mind — every day.
The journey to your legacy was unique. Let Crawford Trust help develop and administer a Trust that will protect it — for centuries to come. Contact us for a complimentary consultation.