Trustee & Beneficiary Support

Helping trustees and beneficiaries navigate estate management with confidence.

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Serving 100+ Clients
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Easy & Convenient

Create your living trust by answering a few guided questions—no office visits required.

Attorney-Supported Documents

Our expert-crafted trusts follow legal standards and are backed by vetted attorneys.

Accepted in All 50 States

Enjoy peace of mind knowing our trusts work nationwide and meet legal standards.

A family reviewing their estate plan with a financial advisor, ensuring secure wealth distribution and legal protection.
Income Distribution Support

Ensure proper and timely distribution of trust income to beneficiaries.

Frustrated business owner reviewing tax compliance documents with a financial advisor, symbolizing the complexities of trust taxation.
Tax Compliance for Trusts

Ensure your trust follows state and federal tax regulations to avoid penalties and legal issues.

“A professional estate planning consultant discussing trustee transition planning with a family, ensuring financial security and peace of mind.
Trustee Transition Planning

Ensure a seamless and legally compliant transition of trustee responsibilities.

A family sitting together at a table, reviewing estate planning documents with a professional advisor, symbolizing trust and guidance
Beneficiary Education & Guidance

Educate beneficiaries on their rights and responsibilities within a trust.

A family sitting together at a financial planning meeting, discussing estate planning and asset protection with a professional trustee.
Trustee Services

Professional trust administration to ensure compliance with legal and fiduciary responsibilities.

Seamless Asset Protection & Risk Mitigation

One of the greatest advantages of establishing a trust is the ability to safeguard assets against unforeseen risks. With Trustee & Beneficiary Support, we ensure your estate is structured to protect against lawsuits, creditors, and excessive taxation. Trust Guru provides legally sound strategies that preserve wealth while maintaining flexibility for beneficiaries. Our expertise ensures that assets remain protected while being effectively managed for long-term financial security.

Probate Avoidance for a Hassle-Free Transition

Probate is a lengthy and costly legal process that can delay asset distribution to beneficiaries. By working with Trust Guru, you can bypass probate entirely with a properly executed trust. Our Trustee & Beneficiary Support services help families avoid unnecessary court proceedings, ensuring that assets transfer quickly and efficiently. We streamline the process to minimize delays, legal fees, and stress, providing families with a direct path to financial stability.

Financial Security & Compliance for Beneficiaries

For beneficiaries, understanding how and when assets will be distributed can be confusing. Trust Guru ensures transparency and compliance, providing beneficiaries with clear timelines, rights, and expectations regarding their inheritance. Our professionals work closely with trustees to ensure proper financial management, helping beneficiaries receive their rightful share without unnecessary delays or disputes. With our expert guidance, trust beneficiaries can feel secure knowing their financial future is in good hands.

Questions? We’re Just a Call Away.

Start your estate plan today from wherever you are.

Client Satisfaction Rate
91 %

Peace of mind is just a few clicks away!

State Legal Trusts
41

Our living trusts are legally valid in all 50 states. Get yours today!

Families Secured
91 +

Join hundreds who trust us to protect their legacy. Start now!

Trusted by Hundreds of Happy Clients
Real Stories, Real Peace of Mind

At Trust Guru, we are honored to help individuals and families secure their legacy with confidence. Our clients appreciate our seamless, attorney-reviewed estate planning solutions that make protecting their assets easier than ever. 

  • Tommy
    Tommy
    2025-02-04
    Google

    I can’t say enough good things about Trust Guru and the amazing team that helped me set up my living trust. They took the time to really understand my needs, and they made the entire process feel so much easier than I expected. I never felt rushed or confused, and Mike patiently walked me through every detail, making sure I was comfortable with everything. I highly recommend Trust Guru to anyone who’s looking to create their own living trust.

  • Jason Guerrero
    Jason Guerrero
    2025-02-02
    Google

    I’m so grateful for the team at Trust Guru. Setting up my living trust was something I’d been putting off, but they made the entire process smooth and stress-free! Mike took the time to explain everything in simple terms, answered all my questions, and really made me feel like he had my best interests at heart. I now have peace of mind knowing my family will be taken care of and avoiding probate! I highly recommend Trust Guru, they truly care about their clients!

  • John Carpenter
    John Carpenter
    2025-01-30
    Google

    I highly recommended Trust Guru for getting your family assets in order. My wife and I put off the establishment of a Trust for too long as we expected a long and expensive process. Mike and Ben from Trust Guru made the process simple and much less expensive than I have seen elsewhere. They were helpful with the preparation, advice and explanations of the various options. Then they did all of the heavy lifting on the actual documents. We just had to make some decisions on how to allocate our assets. Trust Guru then worked up all the final documents and we had the Trust notarized and filed. They made it easy for us.

  • James Jimenez
    James Jimenez
    2025-01-19
    Trustpilot

    Chad Hennessy and Michael Cuda along with their team have been a great pleasure to work with. They helped me create and finalize my living trust with ease. I highly recommend them to provide the best service and assist anyone looking to create a portfolio with trusts, financial advice and more.. Thank you Chad, Mike and team….

  • Rachel Green
    Rachel Green
    2024-11-23
    Google

    After my husband passed away unexpectedly, I was left to handle our estate alone. I was overwhelmed with legal complexities and didn't know where to start. Ben patiently guided me through every step, ensuring that my children’s inheritance was secure and that I had a clear plan for the future.

  • J Williams
    J Williams
    2024-10-23
    Google

    Avoiding probate was our top priority. With Nick's help, we were able to create a trust that ensures our children receive their inheritance without delays. Thanks again guys!

  • The peace of mind for me going thru this process with Trust Guru has been priceless!! If you’ve been thinking about getting a trust, to take care of your family, definitely hit them up.

Call us

626-301-0155

Email

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Business hours

Mon-Fri: 8AM to 5PM

Business Address

Monrovia, CA 91016, United States

Take Action: Secure Your Family’s Future Today

Estate planning isn’t just about protecting assets—it’s about ensuring your loved ones are financially secure for generations. Whether you’re a trustee in need of expert support or a beneficiary seeking clarity, Trust Guru is here to help. Contact us today for a free consultation and discover how our Trustee & Beneficiary Support services can provide the guidance and security your family deserves.

Don’t leave your family’s financial future to chance—partner with Trust Guru and gain the peace of mind you deserve.


Estate Planning & Living Trusts

Plan for the future, protect your wealth, and ensure your loved ones are cared for with personalized estate planning solutions.

Asset & Wealth Protection

Shield your wealth from lawsuits, creditors, and unexpected financial risks with proactive asset protection strategies.

Trustee & Beneficiary Support

Helping trustees and beneficiaries navigate estate management with confidence.

Digital & Specialized Trust Services

Secure, manage, and protect unique assets, including digital property, charitable contributions, and special needs trusts.