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Trust & Estate Administration

At the center of every enduring wealth strategy is a structure designed to preserve, protect, and transfer assets with precision. Extraordinary Trust provides institutional-grade trust and estate administration built for families with complex, multigenerational wealth and for the advisors who serve them.

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As wealth becomes more complex, so does the responsibility to structure it properly.

Trust and estate administration is the structure that governs how wealth is preserved, transferred, and stewarded over time.

Extraordinary Trust, meets your family’s trust needs with the highest fiduciary standard, designed to bring clarity, continuity, and discipline to complex wealth.

We serve as trustee or administrative trustee for families and advisors who require a structure that works as intended across generations.

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A Different Approach to Trust Administration

Many trustees operate with a closed system that require families to move assets, adopt proprietary investments, or replace existing advisors. We take a different approach. Extraordinary Trust is built to deliver institutional oversight without disrupting the relationships or strategies already in place.

South Dakota–Chartered Trust Company

Extraordinary Trust operates under a South Dakota trust charter, one of the most advanced trust jurisdictions in the United States. This provides structural advantages, including:

  • No state income tax on trust assets
  • Dynasty trusts designed to last across generations
  • Domestic asset protection capabilities
  • Directed trust statutes that preserve advisor relationships
  • Strong privacy protections

Advisor-Aligned

We operate under a delegated trust model that allows your existing advisor to remain responsible for investment management.

Open Architecture

Our role is to administer the trust, not to control it. We do not require proprietary products, internal managers, or specific custodians. Families and advisors retain full flexibility across investment management, custody relationships, and asset allocation decisions.

Trustee Roles

Corporate Trustee (Full or Co-Trustee)

We serve as trustee either independently or alongside a family member, advisor, or trusted party, providing fiduciary oversight, administration, and continuity.

This structure is ideal for families seeking institutional governance.

Delegated Trustee

We operate under a delegated model where your investment advisor or designated professional retains authority, while we provide fiduciary governance and administration. This allows advisors to remain in place, without disruption.

Directed Trustee

You retain control of investment and distribution decisions while we provide administrative execution, compliance, and fiduciary oversight.

Ideal for families who want to maintain control while adding institutional infrastructure.

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Estate Settlement & Administration

When families face the complexity of settling an estate, Extraordinary Trust provides experienced fiduciary oversight that brings order, transparency, and care to the process.

We coordinate with your legal and tax advisors to ensure every aspect of the estate is handled with precision:

  • Asset marshaling and valuation across complex holdings
  • Coordination of probate and non-probate transfers
  • Tax-efficient distribution strategies for beneficiaries
  • Final tax return preparation and filing coordination
  • Ongoing trust administration for testamentary trusts
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Get started with Extraordinary Trust, today.

Advisors with taxable estate clients, who value kingdom alignment, and looking for a trustee partner who completes your offering—connect with Extraordinary Trust here.

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