For families
Thoughtful support and clear communication through every season of your trust.
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Trust administration · Overland Park, Kansas
Clarity for today.
Continuity for generations.
Steady hands for the life of your trust.
Who we serve
Families, trustees, and advisors
For trustees
Defined roles, organized records, and disciplined support for decisions that must stand up over time.
Learn moreFor advisors
A collaborative partner that respects existing relationships and keeps ownership of each decision clear.
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Our approach
Independent judgment,
exercised with care.
We provide independent trust administration and fiduciary support for families, trustees, and professional advisors.
Independent and objective
We serve as a neutral fiduciary, guided by the trust terms and the interests of beneficiaries.
Clear communication
Timely updates and straightforward reporting keep families and advisors informed.
Experienced stewardship
Administration and coordination are handled with diligence, discretion, and care.
Our work
The work behind the document.
A trust comes to life through decisions, communication, coordination, and disciplined follow-through. We help make that work understandable.
01
Trust administration
Discretionary and directed trustee support, distributions, records, reporting, and beneficiary communication.
02
Investment oversight
Policy, liquidity, diligence, and coordination with the investment professionals your family already trusts.
03
Fiduciary coordination
Governance, advisor collaboration, special situations, and continuity for complex family responsibilities.
How we begin
Make the work clear before it becomes urgent.
- 01
Understand
We learn the trust terms, people, assets, advisor relationships, and immediate questions.
- 02
Define
We clarify authority, communication, reporting, documentation, and review responsibilities.
- 03
Steward
We coordinate the work, communicate with those involved, and maintain an enduring record.
The team
Complementary perspectives. One standard of care.
Fiduciary administration, tax-aware coordination, client strategy, and practical technology come together around one client experience.
Will Evans, CPA
Managing Director & Lead Trust CPA
Curtis Evans
Director of Client Strategy
Bill Evans
Director of Technology
Insights
Practical clarity for fiduciary decisions.
Plain-language guidance for families, trustees, beneficiaries, and the advisors working beside them.
Trustee Transition Playbook: A 90-Day Plan for a Clean Handoff
A practical 90-day framework to transfer authority, records, and beneficiary communication without governance gaps.
Read insightDirected Trustee Operating Model: The RACI Template That Prevents Cross-Team Confusion
How to define trustee, advisor, CPA, and attorney responsibilities with a practical cadence and accountability map.
Read insightDistribution Request Policy Template: How to Say Yes Faster and Defend Every Decision
A practical decision-tree and scoring framework for consistent distribution governance and beneficiary communication.
Read insightA direct conversation
The right trustee brings calm to complexity.
Tell us what is changing. We will help you organize the questions in front of your family and advisory team.