Trust Administration

Personal Planning

Retirement Planning
Estate Planning

Trust Administration

Our Principals designed TrustButler to serve our high net worth clients by providing a streamlined solution for the administration of their Irrevocable Life Insurance Trusts (ILITs). It offers a way to save time and reduce the complexity traditionally associated with ILIT management, emphasizing efficiency and compliance. Through TrustButler, financial, legal and tax advisors can manage their clients’ trusts more effectively, helping to ensure all necessary tasks are automated and securely recorded for long-term record-keeping. This focus on simplification and time-saving practices directly addresses the needs and challenges faced by law firms in trust administration.

For Individuals: TrustButler makes it easier for individuals to manage their life insurance trusts by automating reminders and notices, helping to ensure that all legal requirements are met without the hassle of manual oversight. TrustButler truly offers a “set it and forget it” solution to your trust admin.

For Companies: Large law firms and financial advisory companies benefit from TrustButler’s ability to manage multiple trusts efficiently, helping to ensure accurate and reportable transactions, reducing the traditional costs and inefficiencies associated with trust administration.

For Advisors: Financial Advisors can leverage TrustButler to offer added value to their clients by helping to ensure that their life insurance trust administration is handled with the utmost care and professionalism, fostering trust and long-term relationships.

Each of these groups finds value in TrustButler’s third-party administration services due to its comprehensive, automated solutions that reduce manual workload, help ensure compliance, and offer security and efficiency in managing life insurance trusts.

For More Information Visit TrustButler

Peck Financial

7100 Camino Real
Suite 403
Boca Raton, FL 33433

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Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Peck Financial is independently owned and operated.

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Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.  

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