Flank TrustFlank Trust

TRUST SERVICES

Protect Wealth with Clarity

We help families, owners, and heirs with trust administration, estate planning support, asset protection guidance, and probate coordination. Clear steps. Steady care.

Book a consultationView services
Walnut trust library with open vault door, archival boxes, ledgers and brass key tray in storm light.

Metric 01

250+

trusts and estates

Metric 02

20 yrs

fiduciary experience

Metric 03

48 hrs

to first review memo

HOW IT WORKS

Simple Steps, Clear Work

Ongoing trust records, notices, and distribution tracking for active trusts.

Walnut trust archive with binders, brass tray, and sealed envelopes in a bright alcove.

4-week start

Trust Administration

From $4,500

Ongoing trust records, notices, and distribution tracking for active trusts.

Estate settlement still life with keys, keepsake box, fountain pen, and closed folder on oak.

6-week start

Estate Settlement

From $6,800

Two separated lockboxes with a steel divider on a dark shelf in a stone alcove.

2-call setup

Asset Protection Plan

From $8,500

Macro of cedar keepsake boxes, heirloom brass keys and an ivory ribbon on a walnut ledge.
013-session plan

Wealth Transfer Plan

From $9,500

Write down who gets what, when, and how with clear transfer rules.

Sealed mailers and a brass calendar wheel in a stone niche for beneficiary support.
02Fast start

Beneficiary Support

From $5,200

Guide heirs through forms, notices, and payout timing with steady follow-up.

Closed leather portfolios, brass trays, analog clock and key bowl on a sunlit family office desk.
03Monthly care

Family Office Desk

From $12,000

Coordinate trust, tax, and advisor tasks for busy families and owners.

CORE SERVICES

Services Built for Wealth

We hear your goals, list the moving parts, and check what needs help first.

Telephone handset, brass call bell, and black appointment card holder on a stone shelf.
01

Intro Call

We hear your goals, list the moving parts, and check what needs help first.

Ivory archival binders, sealed file box and brass clips on a pale plaster shelf
02

Record Review

We read trust papers, account notes, and key dates to find gaps or risks.

Overhead flatlay of a leather scope folder, brass divider, and face-down fee tray on pale stone.
03

Plan And Scope

You get a clear scope, fee plan, and simple next steps for the work ahead.

Brass calendar disc, closed folio, and wax-sealed envelope on pale wood
04

Ongoing Care

We handle follow-up tasks, updates, and check-ins so the plan stays on track.

CASE STUDIES

Case Studies That Show It

Trust file review Funding gap list One strategy call Beneficiary notice check Action plan memo

One-time setupOne-time setup

Starter

From $4,500

  • Trust file review
  • Funding gap list
  • One strategy call
  • Beneficiary notice check
  • Action plan memo
Most popularBilled in phases

Signature

From $11,500

  • Trust file review
  • Two strategy calls
  • Estate settlement map
  • Asset title check
  • Beneficiary support plan
  • Advisor coordination note
Annual retainerAnnual retainer

Scale

From $24,000

  • Trust administration team
  • Family office coordination
  • Quarterly review meetings
  • Distribution approval track
  • Heir communication support
  • Tax and counsel updates

WHAT CLIENTS SAY

What Clients Say

Three trusts matched, missing papers fixed, and the sale closed on time.

Trust archive boxes, closing kit, and house keys on a stone slab in a quiet closing room.

Business Owner

Trust Records Cleaned Before Closing

Three trusts matched, missing papers fixed, and the sale closed on time.

Kept-safe boxes and a closed transfer tray on a walnut credenza in warm late-afternoon light.

Estate

Estate Settlement Kept on Schedule

Twin steel vault drawers separated by a bronze lock bar in a dim secure room

Private Client

Asset Protection Plan For A Growing Firm

Three beneficiary packets with brass key tags settle on a pewter shelf in a trust office alcove.

Heirs

Beneficiary Support For Three Adult Heirs

Walnut credenza with slate, trust, tax and advisor trays beside a closed address book.

Family Office

Family Office Tasks Under One Roof

Macro still life of a brass seal, archive key, and leather folio on travertine.

Records, notices, distributions

Maya R. Ellison

Locked probate latch, antique key and cord-wrapped stone weight on a walnut shelf in dramatic light

Probate steps and transfers

Derek J. Vaughn

Steel safe plate, dual organizer and slate paperweight in a vault-like closeup

Family and business planning

Elena S. Park

Polished handset, brass tray and notebook on a terracotta ledge in soft directional light.

Heir support and updates

Noah T. Mercer

Proof

Customer notes

Verified

“They kept the trust files in order and gave us clear next steps at every turn.”

Macro still life of a brass seal, archive key, and leather folio on travertine.

Daniel Mercer

Family Trustee

Verified

“Our estate plan review was fast, plain, and easy for the whole family to read.”

Locked probate latch, antique key and cord-wrapped stone weight on a walnut shelf in dramatic light

Renee Caldwell

Business Owner

Verified

“Probate was less messy because the papers, dates, and tasks stayed lined up.”

Steel safe plate, dual organizer and slate paperweight in a vault-like closeup

Iris Bennett

Estate Executor

Service area

South Florida

Miami, Fort Lauderdale, West Palm Beach, Boca Raton

Miami skyline over Biscayne Bay at sunrise with glassy water and haze

Area 01

South Florida

Miami, Fort Lauderdale, West Palm Beach, Boca Raton

Manhattan skyline glowing above calm Hudson River at golden hour

Area 02

New York Metro

Manhattan, Brooklyn, Queens, Newark, Jersey City

Dallas skyline over Trinity River floodplain with hazy sunset and open grasses

Area 03

Dallas–Fort Worth

Dallas, Fort Worth, Plano, Arlington, Irving

Griffith hillside view of downtown Los Angeles in warm haze above chaparral and rooftops

Area 04

Los Angeles Metro

Los Angeles, Beverly Hills, Pasadena, Santa Monica

Questions

Common Questions

Quick answers before visitors choose a product, service, or next step.

01What does Flank Trust do?+

We handle trust administration, estate planning support, fiduciary oversight, and probate coordination for the right fit.

02Who do you serve?+

We work with families, business owners, heirs, and other clients who want clear help with wealth and records.

03Do you replace my lawyer?+

No. We work with your lawyer and tax team so each part of the plan stays in line, on time, and nothing is missed.

04Can you help after a death?+

Yes. We guide probate steps, track documents, and help the family move through duties with less delay and less stress.

05Do you offer family office support?+

Yes. We help with bill pay, records, meeting prep, and the steady admin work a family office needs each month.

06How do I start?+

Book a consultation, share your goals, and we will review the work, timing, and next steps with a clear plan.

Weekly Trust Notes

Get short notes on trusts, estates, probate steps, and ways to keep family records in order.