Preservation and oversight of estate and trust assets
Successor Trusteeship & Estate Settlement
Steady leadership when it matters most
When a trust becomes irrevocable or an estate enters settlement, precision and judgment matter — but so does empathy.
Dunham Trust steps in as a successor trustee with the experience, independence, and personal attention required to guide families through complex transitions.
We work seamlessly with beneficiaries, advisors, attorneys, and CPAs to ensure the estate is administered properly, efficiently, and exactly as intended.
This is not a one-size-fits-all process. Every estate is different — and we treat it that way.
What We Do
Our successor trusteeship and estate settlement services are designed to protect assets, reduce friction, and bring clarity during emotionally and administratively demanding moments.
Establishing liquidity and cash-flow requirements
Identification, documentation, and preparation of estate inventories
Detailed recordkeeping and fiduciary reporting
Review and settlement of creditor claims
Coordination and filing of final personal income tax and estate tax returns
Payment of all final tax obligations
Obtaining IRS releases and required clearances
Preparation of final accounting and timely distributions in accordance with trust terms
Secure, 24/7 online access to account information
Comprehensive estate valuation using EstateVal for date-of-death and alternate-date reporting (EstateVal is recognized and used by the IRS in estate tax audits)
Why Dunham Trust
Independent by design no proprietary products, no conflicts
Experienced fiduciary leadership with institutional discipline
Personalized service backed by a dedicated trust team
Collaborative approach with your existing advisory professionals
Plan Today. Protect Tomorrow.
Your legacy deserves more than probate. Discover how Dunham Trust can help you administer your trust consistent with its terms, maintain privacy, and ensure your wishes are carried out for generations.