Education, guidance, and fiduciary services for real-world trust administration
ETA focuses on helping individuals, families, and trustees navigate the real-world challenges that arise after documents are signed. Engagements are limited to maintain clarity, responsiveness, and alignment.
ETA provides education and consulting support. ETA does not provide legal, tax, or investment advice.
INTRO
Session
High-level discussion focused on understanding your structure, goals, and considerations to discuss with your attorney or advisor. No document review or legal interpretation. Many clients start and stop here.
TIER ONE
Structured Analysis
Focused review of trust structure, roles, and practical considerations. Identifies areas to discuss with your attorney or CPA without providing legal or tax recommendations.
TIER TWO
TRUST ADVISOR / TRUST PROTECTOR
Limited ongoing role supporting communication between parties, accountability of trustees, and coordination with existing advisors. Scope is defined by the trust document and may be non-fiduciary depending on structure.
TIER THREE SUCCESSOR TRUSTEE
Formal fiduciary role with legal responsibility for administration, reporting, and decision-making as defined by the trust
Legal and Professional Disclaimer - The following outlines scope and boundaries of services
Gorman Estate & Trustee Advisory provides non‑legal estate advisory and administrative support. We do not provide legal advice, accounting, tax preparation, investment management, or services reserved for licensed attorneys, CPAs, or investment advisors. Clients should consult appropriate licensed professionals for those services. Gorman ETA works collaboratively with attorneys, accountants, financial professionals, and healthcare providers as part of an integrated estate transition strategy. Requirements of engagement:
• ETA must review all trust and estate documents before acceptance
• Client must have legal authority to engage ETA
• Client must provide complete, readable documents
• ETA relies on client representations regarding accuracy and completeness
• ETA is not liable for errors, omissions, or misleading information provided by clients, trustees, beneficiaries, or advisors
• Services are subject to conflict of interest review and firm capacity
• ETA acts as an independent advisor or fiduciary only as defined in the trust