Professional Trustee Services Tailored to Your Family’s Legacy
Independent, impartial trust administration designed to preserve and protect your wealth for generations to come.
ABOUT US
Your Neutral,
Professional Trustee
Coastal Trustee Group (CTG) offers a specialized fiduciary service distinct from traditional law firms. Founded by seasoned Saint Augustine estate planning attorneys Heather Maltby and Jennifer Akin, CTG serves as a neutral, professional trustee, providing expertise and continuity that individual trustees simply cannot match. CTG partners with your trusted advisors to administer your trust with precision, transparency, and care.
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OUR IMPACT
We provide expert trustee services across three essential phases of trust administration:
Impartial Decision-Making
A professional trustee acts as a neutral party, minimizing family conflict and ensuring fair, unbiased administration-especially when emotions or competing interests arise
Advanced Expertise
Professional trustees bring deep knowledge of trust law, tax, and investments, helping to avoid costly errors and maximize the value of your trust for beneficiaries
Consistent Oversight
Firms provide uninterrupted service and continuity across generations, unlike individual trustees who may become unavailable due to life changes or incapacity
Transparent Accountability
Professional trustees are regulated, audited, and insured-delivering transparent reporting and rigorous compliance that protect your trust from mismanagement
ABOUT US
Professional Trustee Services for Northeast Florida Families
Areas we serve:
We are dedicated to serving families throughout Florida with expert trust administration. Our commitment extends statewide, with a strong local presence providing hands-on support to clients across the North Florida and Fun Coast areas, including the counties of St. Johns, Flagler, Duval, Clay, Putnam, Volusia, Nassau and beyond.
