Trust and Estate Administrative Support
Every trust and estate is different, but all benefit from thoughtful, consistent care. That’s where we come in.
We work closely with trustees, personal representatives, attorneys, your trusted advisors, and beneficiaries to ensure everything is managed properly—from distributions to documentation and final reporting—so your wishes, or those of a loved one, are carried out with respect.
Trust and estate administrative support
Asset oversight and distribution
Beneficiary communication and support
Attorney, accountant, and financial advisor coordination
Trust closure and final reporting
Services
Team members
Trusted by families and professionals alike, our team brings steady, hands-on guidance to every trust we manage.
PARTNER
Michael H. T. Lee
CPA, CFE
TRUST ADMINISTRATOR
Nadine Uratsuka
SENIOR TRUST ASSOCIATE
Corey Nakakura
TRUST ASSOCIATE
Veralyn Bedan
ACCOUNTING MANAGER
Rae Lee
OFFICE MANAGER
Lisa Kong
Meet with us
Let’s talk about how we can help you plan ahead or carry out a loved one’s wishes.