Services

Trust management that keeps your family in control.

For Berkshire families who value flexible, fiduciary trust administration
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You’re working with your estate attorney. You’re thinking through what happens to your assets, who gets what, and when they get it. The plan is coming together.

Then comes the question: Who’s going to manage all of this?

Your kids are busy with their own lives. Your spouse might not want the burden. And naming a big bank as trustee feels like handing your family over to a 1-800 number.

That’s what BMM and Bridgeford Trust Company solve.

What makes a good trustee?

financial advisor and client

Someone who picks up the phone. Who knows your name, not just your file number. Because your trust isn’t a legal document. It’s your life’s work. Your family’s future.

That’s why Berkshire Money Management partnered with Bridgeford Trust Company. To provide institutional strength with personal service.

Bridgeford handles trust administration — the paperwork, compliance, technical details. We handle investment management and the relationship with you.

How it works

We don’t replace your estate attorney. They’re the architect of your plan. We’re here to execute it.

Through our partnership with Bridgeford Trust Company, we can serve in several different roles depending on what your family needs:

Sole Trustee

Bridgeford Trust Company takes on full trust administration. BMM manages the investments. Your family doesn’t have to deal with any of it.

This works when you want complete professional management and nobody carrying the burden.

Co-Trustee

Bridgeford partners with you or a family member to co-manage the trust. You stay involved in decisions. BMM provides professional investment management.

This works when you want family involvement but also professional backup.

Successor Trustee

Bridgeford is named in your trust documents to step in when needed — when you can’t serve anymore, or when your current trustee needs to step down. BMM continues to manage your investments. Nothing changes until it has to.

This works when you’re fine managing things today but want to secure what happens tomorrow.

Investment Management Only

You or a family member serves as trustee and handles administration. Berkshire Money Management manages the trust investments.

This works when you’re comfortable with trust administration but want professional investment management.

The right answer depends on your situation. That’s why we start with a conversation, not a sales pitch.

If this sounds like it could help with your practice, let’s talk.
BOOK A 15-MINUTE CALL WITH US →

We’re friendly and easy to talk to.

For estate planning attorneys

We work with estate planning attorneys throughout the region as a resource for your clients who need trustee services.

Bridgeford brings institutional strength and compliance infrastructure. BMM brings the personal service and investment management we’re known for.

Your client stays your client. You remain their trusted advisor. We’re just here to execute the plan you’ve created.

If this sounds like it could help with your practice, let’s talk.
BOOK A 15-MINUTE CALL WITH US →

We’re friendly and easy to talk to.

Why Bridgeford Trust Company?

Bridgeford is an independent trust company with South Dakota trust powers. That means:

  • They’re not a bank trying to sell your trust other financial products
  • Their role is to administer the trust – not to promote proprietary investments.
  • They have the infrastructure and expertise to handle complex trust situations

Combined with BMM’s investment management and personal client service, you get professional trust administration without losing the relationship that matters.

What happens next

We start with a 15-minute conversation.

No pressure. No sales pitch. Just a straightforward discussion about whether this makes sense for you.

If this sounds like what you’re looking for, we invite you to give us a call. If it’s not right for your situation, we’ll tell you that too.

SCHEDULE A CALL WITH US →

We’re friendly and easy to talk to.

Questions we hear a lot

No. We offer trustee services to families who are already BMM clients or who become BMM clients. The value of this partnership is the continuity — Bridgeford handles administration, we handle investments, and you have one team managing your trust.

We’re happy to talk with your attorney about how we work and answer any questions they have. Most estate attorneys appreciate having a trustee option that keeps their client relationships intact.

Trust fees vary based on the complexity of your situation and the level of service you need. We’ll discuss fees transparently during our initial conversation, and everything is disclosed in writing before you make any decisions.

Bridgeford Trust Company is the named trustee in your trust documents. If anything ever happened to BMM, Bridgeford would continue serving as trustee and could work with whatever investment advisor you chose. Your trust is protected.

Yes. If you have an existing trust with another trustee and you’re not happy with the service, we can discuss what it would take to transition the trustee role to Bridgeford.

If this sounds like what you’re looking for, we invite you to give us a call.
BOOK A 15-MINUTE CALL WITH US →

We’re friendly and easy to talk to.