Trustee Services
A steady hand for your family's trust — when it matters most.
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Professional, CPA-led successor trustee services. Whether you're planning ahead or stepping through a loss, we bring continuity, discretion, and fiduciary rigor to the people and legacy you care about.
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Trustee Services
Naming the right successor trustee is one of the most important decisions in any estate plan — and one of the hardest. The role asks for financial expertise, meticulous recordkeeping, steady judgment, and the availability to serve for years, sometimes decades. Asking a family member to carry that during a period of grief or conflict is a heavy burden.
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360 Finances serves as a professional successor trustee so your family doesn't have to choose between a loved one's wellbeing and the careful administration your trust deserves. Led by Adam Nimmer, CPA — Deloitte-trained, with a background in forensic accounting and internal controls — we administer trusts with the same discipline we'd expect for our own family.
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What does a successor trustee actually do?
A successor trustee steps in to manage a trust when the original trustee can no longer serve — typically after a death or incapacity. In plain terms, that means:
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Safeguarding assets — taking inventory of what the trust holds and protecting it.
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Keeping clean books — tracking every dollar in and out, with records that stand up to scrutiny.
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Handling the financial details — bills, taxes, filings, and distributions, done on time and by the book.
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Communicating with beneficiaries — keeping the people the trust serves informed and treated fairly.
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Following the trust's instructions — carrying out the wishes written into the document, faithfully and impartially.
It's part financial management, part administration, and part quiet stewardship — carried out with care and without drama.
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Why choose a professional trustee instead of a family member?
Naming a relative can feel natural — but it often puts them in a difficult position. A professional trustee offers:
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Neutrality. An impartial party reduces the friction and hurt feelings that can arise when one family member holds the purse strings over others.
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Expertise. Trust administration is accounting, tax, and compliance work. A CPA does this every day; a well-meaning relative learns it under pressure.
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Continuity. A professional doesn't move away, fall ill, or predecease the trust. The role is covered for the long haul.
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Accountability. A professional fiduciary keeps rigorous records and answers to a clear standard of care.
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Relief. Your family gets to grieve and move forward — not spend evenings reconciling statements and chasing deadlines.
The goal isn't to replace family. It's to protect them from a job that can strain relationships for years.
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For estate-planning attorneys and financial advisors
We partner with attorneys and advisors who need a reliable, CPA-level professional to serve as successor or professional trustee for their clients. Adam's forensic-accounting and internal-controls background means meticulous administration, clear reporting, and a collaborative approach that respects your ongoing client relationship.
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