Planning beyond the documents.

Attorneys play a critical role in designing sophisticated estate plans that reflect each client’s unique goals and objectives. Bridgeford Trust Company works collaboratively with estate planning attorneys by providing independent trust administration while helping carry out the planning strategies established during the estate planning process.

As an independent trust company, Bridgeford complements—rather than competes with—the attorney-client relationship, allowing legal counsel to continue serving as a trusted advisor long after trust documents have been executed. 

Flexible Trust Administration

Our Collaborative Approach

Modern trust planning often extends beyond the traditional trustee-beneficiary relationship. Through South Dakota’s flexible trust laws, attorneys can incorporate specialized roles, including Trust Protectors and Family Advisors, and use Directed Trusts to create governance structures tailored to a family’s long-term objectives.

Bridgeford works collaboratively with attorneys to administer these sophisticated planning strategies, allowing attorneys to continue guiding their implementation in accordance with the client’s original intent while Bridgeford fulfills its role as independent trustee.

In addition, Bridgeford provides Host Company Services for public and private trust companies with their own licenses, including trust administration and back-office support, whether established by a client or the attorney’s law firm. Bridgeford also offers White Label/Private Label Trust Services for law offices.