Metric 01
25+
years in trust work
PRIVATE WEALTH CARE
Trusts Kept In Order
We manage trust files, beneficiary records, and family handoffs with care. You get clear steps, steady oversight, and fewer delays for heirs.
Metric 02
300+
family trust files
Metric 03
48 hrs
first reply time
HOW IT WORKS
Four Steps To Start
Ongoing records, distributions, and trustee support for family trusts.
Monthly support
Trust Administration
From $1,250/mo
Ongoing records, distributions, and trustee support for family trusts.
Plan review
Estate Planning Support
From $950/mo
Quarterly review
Fiduciary Oversight
From $1,500/mo
01Start in 2 weeks
Family Trust Setup
From $2,400
New family trusts with funding steps, names, and beneficiary lists.
02For founders
Succession Planning
From $3,000
Clear handoff plans for owners, heirs, and future trustees.
03File updates
Beneficiary Accounts
From $800/mo
Current beneficiary records across banks, brokers, and insurers.
SERVICES
Trust Services We Handle
Tell us your trust, family, and timing needs. We map the right service fit.
01
Intro Call
02
Document Review
03
Plan Setup
04
Ongoing Oversight
CASE STUDIES
Work For Real Families
One trust review call Basic asset and file check Beneficiary list check Quarterly status notes Email help for one trust
Billed monthlyBilled monthly
Starter
From $750/mo
- One trust review call
- Basic asset and file check
- Beneficiary list check
- Quarterly status notes
- Email help for one trust
Most popularBilled monthly
Signature
From $1,850/mo
- Everything in Starter
- Monthly fiduciary review
- Funding checklist for assets
- Two planning calls monthly
- Coordination with lawyer and CPA
- Annual estate file update
Annual retainerAnnual retainer
Scale
Custom
- Everything in Signature
- Multi-trust administration
- Succession plan timeline
- Trustee meeting agendas
- Heir reporting packs
- Asset transfer oversight
WHAT CLIENTS SAY
Clients Trust Our Work
Kept $12M in family assets on time and gave each heir one clear file.
Family Office
Family Trust for Three Heirs
Kept $12M in family assets on time and gave each heir one clear file.
Founders
Founder Exit Plan Kept on Track
Investors
Beneficiary Files Cleared Up
Private Client
Estate Pack Ready Before Travel
Multi-Trust
Multi-Trust Review For Siblings
Family trust setup
Lena Mercer
Trust reviews and reports
Owen Patel
Will and trust file checks
Clara Benson
Beneficiary account updates
Marcus Vale
Proof
Customer notes
Verified
“Every account and file was handled on time, and we knew what came next.”
Sofia Lang
Founder, Lang Design Co.
Verified
“Mina Trust kept our trust records clean during a hard family change.”
Harold Kim
Family Office Principal, Kim Holdings
Verified
“Clear notes, fast replies, and no guesswork on trustee steps.”
Dana Brooks
CFO, North Point Group
Service area
New York Metro
Manhattan, Brooklyn, Queens, Bronx, Staten Island, Nassau County
Area 01
New York Metro
Manhattan, Brooklyn, Queens, Bronx, Staten Island, Nassau County
Area 02
South Florida
Miami, Coral Gables, Fort Lauderdale, Palm Beach, Boca Raton
Area 03
Texas Growth
Dallas, Fort Worth, Houston, Austin, Plano
Area 04
West Coast
Los Angeles, Beverly Hills, San Diego, Newport Beach, San Francisco
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Questions
Common Questions
Quick answers before visitors choose a product, service, or next step.
01What does trust administration include?+
We keep trust records, track actions, manage distributions, and support the trustee with each required step.
02Can you help before a trust is funded?+
Yes. We review the plan, list assets, and map the funding steps before accounts are moved for each account.
03Do you work with lawyers and CPAs?+
Yes. We coordinate with your lawyer, CPA, and advisor so each paper and deadline lines up cleanly on time.
04Who do you serve?+
We work with families, founders, and investors who need steady trust and estate support for key life changes.
05How often do you report?+
Reporting can be monthly, quarterly, or yearly, based on the trust size, the work needed, and key deadlines.
06Is this only for large estates?+
No. We help with simple family trusts and complex plans with many heirs and accounts at any stage of wealth transfer.
Notes On Wealth Care
Get one short email a month with trust tips, estate updates, and plain steps for families, founders, and heirs.