Glenn H. Truitt
Glenn directs overarching fiduciary strategy and coordinates directly with referring attorneys and financial advisers. His focus centers on maintaining strict governance standards, preserving family intentions, and executing sensitive mandates with steady professional discipline.
Jess
Jess supervises daily operational workflows, procedural compliance, and document administration across all active matters. She ensures meticulous recordkeeping, seamless communication with established counsel, and prompt execution of administrative duties.
Continuous Institutional Memory
Boutique administration guarantees that the individuals who review your governing documents remain personally responsible for their execution. We do not transfer active matters across regional departments or delegate fiduciary judgment.
By maintaining deliberate caseloads and working alongside your established counsel, we ensure impartial stewardship and prompt responsiveness throughout the life of each estate or trust.
Consult With Our Principals
Initiate a direct conversation regarding administrative support or collaborative planning with existing counsel.