Trust / Trustee Services

At PTAOA we understand the role of a trustee and the unique obligations required. We have embraced this role and created the industry’s first property tax appeal product for properties that are held in Trusts. This approach is a natural by-product of our firm’s overall strategy of managing risks for our clients. Rest assured that our Trust product will provide you with the tools to effectively discharge your fiduciary duty as a trustee. Please give us a call today to discuss how our Trust product can help.