Mandate Profile Library

Sample trustee acceptance reports.

Six anonymized mandate archetypes illustrating how TrusteeFit structures a trust mandate into a trustee acceptance analysis. Each profile identifies which trustee categories are most likely to fit — and why — before outreach begins.

Six mandate archetypes
1
Florida Directed Sub-Trust — Betterment / Apex, Monthly HEMS
~$2.2M · Florida irrevocable trust · Directed administrative trustee · Betterment / Apex custody · Monthly HEMS distributions
Directed Tech Custody HEMS Florida
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2
RIA-Directed Irrevocable Trust — Schwab Custody, Flexible Situs
~$3M · Irrevocable trust · RIA-directed structure · Schwab Advisor Services · Flexible situs · Quarterly distributions
Directed Schwab RIA-Aligned Flexible Situs
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3
Minimum-Threshold Trust Mandate
~$750K · Inherited irrevocable trust · Full discretionary · No external RIA · Tests trustee minimum fee threshold filters
Full Discretionary Minimum Threshold No RIA
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4
Settlement SNT — SSI / Medicaid Preservation, Fixed Situs
~$1.5M · Special Needs Trust · Settlement-funded · SSI / Medicaid benefit preservation · Court-supervised, fixed state situs
SNT Settlement SSI / Medicaid Court-Supervised
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5
Complex Asset Trust — RE LLC + PE LP, Hybrid Custody
~$5M · Delaware or South Dakota directed trust · Real estate LLC + PE fund LP interests · Hybrid custody · Capital call and K-1 administration
Directed Illiquid Assets Hybrid Custody Delaware / SD
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6
HNW Dynasty Directed Trust — SD or DE Only, Family Office, GST
$10M+ · South Dakota or Delaware only · Dynasty / perpetual duration · Family office reporting · Trust protector · GSTT coordination
Dynasty Trust HNW SD / DE Only Trust Protector GST
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What these reports show

Each sample profile is built around a real-world trust archetype. TrusteeFit maps the trust's facts — size, structure, custody, governing law, distribution needs — against the acceptance factors trustees actually evaluate.

The output is a short, honest list of trustee categories most likely to fit, with a first question designed to confirm the most critical factor before trust documents are exchanged.

These are illustrative, not advisory

Sample reports use anonymized mandate archetypes. They do not represent specific clients, accounts, or engagements.

Trustee acceptance requires direct confirmation and document review. TrusteeFit is not a law firm, trust company, investment adviser, or tax adviser. Do not submit confidential information through this site.