Trust fund administration with clarity, care, and compliance.

About Wyvern Trustee

At Wyvern Trustee Services, I serve as an independent trustee dedicated to the day‑to‑day management and long‑term integrity of your trust. Whether you're a family member navigating a loved one’s special needs trust or a professional seeking reliable administration, I bring clarity, consistency, and care to every relationship.

Managing a trust means more than keeping the books balanced—it means honoring commitments, protecting assets, and ensuring everyone understands the path forward. My approach combines technical precision with personal support, so you can feel confident in every decision.

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Professional Services

I provide reliable, transparent support across several financial and administrative service categories. Whether you need help managing an established trust, coordinating distributions, maintaining records, or handling day‑to‑day financial tasks, each service is designed to bring clarity and consistency to your responsibilities.

Why Choose Wyvern Trustee?

Choosing a trustee is about more than credentials—it’s about finding someone who listens, follows through, and puts your needs first. At Wyvern Trustee Services, I bring a thoughtful, transparent approach to every relationship, grounded in professionalism and care.

What Sets Me Apart

Independent & Impartial I serve as a neutral third party, focused solely on honoring the trust’s intent and supporting its beneficiaries.

Detail‑Oriented & Responsive From recordkeeping to reporting, I bring precision and consistency to every task—and communicate clearly every step of the way.

Special Needs Trust Experience I understand the nuances of SNTs and work closely with families to protect benefits and support long‑term stability.

Flexible Financial Support Whether you need full trust administration, payee services, or help keeping the books in order, I offer support tailored to your needs.

Montana‑Based, Nationally Available I’m based in Billings, MT, and work with clients both locally and remotely across the U.S.

If you’re looking for a trustee who’s approachable, thorough, and committed to doing things right, I’d be honored to support you.

Let's Talk About Your Needs

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Stay informed with occasional updates on trust administration, Special Needs Trust rules, financial organization tips, and service enhancements. I share practical guidance designed to help trustees, beneficiaries, and families navigate their responsibilities with confidence.