Ask Terry Questions Estate Planning: find executors and trust administrators

Estate Planning: find executors and trust administrators

By Terry Savage on May 26, 2025 | Financial Planning / Retirement

Terry: I have a special needs son and I am setting up a Special Needs trust. also, a trust for my daughter. I have been advised that I should have an executor and a trust administrator.
Where and what sources are there for me to begin my search, thank you.

Terry Says

I have the perfect answer for you (and sorry for the delay in responding as I’ve been swamped.
Go to Mary Anne Ehlert’s Protected Tomorrows website: https://protectedtomorrows.com/

She can solve all your problems. Her team will help you through the entire process.

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