Corporate Trustee • Executor Services • Trust Asset Management

Choosing the right trustee is crucial for the future security and management of your assets and beneficiaries. At Astra Fiduciary Services, we recognize the significance of protecting your wealth for future generations. Our commitment to serving as your family’s trustee means your interests are always at the forefront, managed with the highest level of integrity and professionalism. 

Astra Fiduciary Services

  • Personal Trustee
  • Executor Services
  • Trust Asset Management
  • Personal Trustee
  • Executor Services
  • Trust Asset Management
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Choosing the right trustee is crucial for the security and management of your assets and beneficiaries. At Astra Fiduciary Services, we recognize the significance of protecting your wealth for future generations. Our commitment to serving as your family’s trustee means your interests are always at the forefront, managed with the highest level of integrity and professionalism. 

Services We Offer

With Astra Fiduciary Services, you can access personalized service, professional management, and peace of mind. 

Personal Trustee

With our transparent process, you can access personalized, committee-driven service at an hourly rate.

  • Beneficiary lifestyle support and planning
  • Trust management and investment policy monitoring
  • Tax planning and coordination

Executor Services

We offer access to neutral, unbiased service at an hourly rate.

  • Estate processing
  • Attorney and CPA coordination

Trust asset management

You will receive asset-based reporting and investment policy accountability.

  • Investment policy creation and adherence
  • Quarterly reporting
  • Custom management to guidelines and beneficiary needs

Client Services

We offer full-service, personalized management of your day-to-day needs.

  • Bill pay
  • Bookkeeping
  • Cash flow reporting
  • Ongoing correspondence with all strategic partners and third parties
  • Budget planning
  • Cash control and processing
  • Initial and annual investment reviews
  • Access to Astra’s strategic partners and resources

Disclaimer: Astra Fiduciary Services does not provide investment advice or management services.

Ready to get started?

If you’re ready to ensure the secure and strategic management of your assets, contact us today.
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Astra Wealth Management Group is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Astra Wealth Management Group and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be endered by Astra Wealth Management Group unless a client service agreement is in place. Astra Fiduciary Services, LLC (“AFS”) is affiliated through common ownership and control with Astra Wealth Management, LLC “Astra”. Please see Astra Wealth Management’s Part ADV2A for more information.
Astra Fiduciary Services
5700 Granite Parkway, Suite 330
Plano, TX 75024
©2024 Astra Fiduciary Services