COMING SOON
Trust and Administration
Institutional Trustee Services for Complex Estates
A modern trustee for complex assets
Traditional trust companies struggle when alternatives, digital assets, or business interests enter the trust. Retired.com combines institutional fiduciary discipline with operational capability across the full asset spectrum.
Directed and Discretionary
Multi-Asset Capability
Hold and administer real estate, private equity, digital assets, and traditional securities inside one trust structure.
Fiduciary Discipline
Documented investment policy compliance, fiduciary minutes, and audit-grade record keeping at every step.
★★★★★
COMING SOON
Top Benefits of Retired.com’s Trust and Administration Services
Coordinated Service Model
We work alongside attorneys, advisors, and CPAs as part of a coordinated client service team.
Transparent Pricing
Predictable, disclosed administration fees aligned with asset complexity and service scope.
Asset-Class Flexibility
Support for alternatives, real estate, digital assets, and operating businesses inside trust structures.
Dedicated Trust Officer
Each relationship is staffed with a named trust officer, not a rotating service team.
Regulatory Compliance
Services include IRS reporting, tax documents, KYC/AML, and prohibited-transaction monitoring. Audit-ready records reduce regulatory risk.
How Onboarding Trust and Administration Services With Retired.com Works
Onboarding
Ongoing Administration
Strategies
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Frequently Asked Questions
What types of trusts do you administer?
Revocable and irrevocable trusts, dynasty trusts, charitable trusts, special-purpose trusts, and others. Our team can confirm fit during discovery.
Do you serve as directed or discretionary trustee?
Both. We can act as directed trustee under instruction from an investment advisor or family office, or as discretionary trustee with full fiduciary authority.
Which states do you serve?
Our trust services are offered through state-chartered or affiliated trust entities. We can confirm jurisdictional fit and situs options based on your needs.
How do you handle alternative assets?
Alternative assets are valued, documented, and administered according to documented policies. Our operations team has experience with real estate, private equity, digital assets, and operating businesses.
How do you coordinate with our attorneys and CPAs?
We treat advisors, attorneys, and CPAs as part of a coordinated client service team. Communications, distributions, and tax filings are handled with documented coordination.
What reporting do you provide?
Statements, fiduciary minutes, asset valuations, distribution histories, and tax-related reports on schedules tailored to each trust.
What is your fee structure?
Pricing depends on asset mix, complexity, and service scope. We share a transparent fee schedule before engagement.
How long does it take to onboard a trust?
Most relationships move to active administration within four to twelve weeks, depending on document review and asset transfer requirements.
*Based on assets under custody across all retired.com consumer brands as of 05/18/2026.
**Review and rating count is aggregated across public review platforms and app stores for all Retired.com consumer brands. Average platform rating is calculated as the average of displayed ratings and not weighted by review or rating count.
Reviews and media mentions listed on this page include those across all Retired.com consumer brands.
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A trustee equipped for modern wealth
