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Resources

At DIY Trust Builder, we help families take full control of their trusts and step confidently into the role of trustee. Our tools and education make trust creation simple, lawful, and secure—empowering you to manage wealth privately without costly intermediaries.

But What If You Want a Professional Trustee?

For those who prefer a more hands-off approach—or who have more complex estates with significant assets—it may be appropriate to hire a professional trustee. This is especially useful for:

  • Ultra-high-net-worth families or individuals

  • Those with businesses, real estate portfolios, or multi-generational estate planning needs

  • Individuals who want continuity in trust administration beyond their lifetime


The cost of hiring a professional trustee to administer a private trust typically ranges from $20,000 to $100,000+ per year, depending on the complexity of the trust, asset type, tax obligations, and level of service required.

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Recommended Private Trust Administrators

Willow Street Group – Wyoming

  • Based in a top-tier trust jurisdiction (Wyoming)

  • Offers directed, delegated, or discretionary trustee roles

  • Helps families form their own Private Trust Companies (PTCs)

  • Focuses on privacy, asset protection, and multi-generational planning

Legacy Trust – Texas & Delaware

  • Privately held, nationally chartered trust company

  • Offers personal and corporate trustee services

  • Highly experienced with generational wealth structures

Holland & Knight (Private Trust Company Legal Advisors)

  • National law firm with deep expertise in trust and estate law

  • Helps families form and operate their own Private Trust Companies (PTCs)

  • Offers custom governance models and legal compliance strategy

Rossmore Private Capital – Connecticut

  • Independent, family-office-style firm

  • Offers boutique trustee services with white-glove fiduciary support

  • Works closely with your attorneys and advisors

Bridgeford Trust Company – South Dakota

  • Fully independent and privately owned

  • Offers conflict-free administration with a modern approach

  • Strong focus on privacy, asset protection, and global clients

Cavenwell Group (PTC Formation Advisors)

  • Global experts in forming private trust companies in flexible jurisdictions

  • Specializes in high-net-worth and ultra-high-net-worth planning

  • Offers education, setup, compliance, and governance support

Choosing the Right Path

We recommend starting with education and learning how to operate your trust personally. If you ever reach the point where outsourcing makes sense, this list will help you connect with top-tier, trustworthy firms that respect privacy and private law.

Option

Self-Trustee (DIY)

Private Trustee (Professional)

Best For

Most members

Complex or wealthy estates

Annual Cost

Free (you manage it yourself)

​$20,000–$100,000+ per year

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