Education and guidance for families and trustees navigating real-world trust administration
Focused on the human side of trusts with communication, structure, and decision-making, not legal or tax advice
Contact us today to start with a complementary introductory meeting.
Education
Fiduciary services
Trustee consultuing
Most people think estate planning is just paperwork and assets. It’s not.
An estate plan tells people what happens to your stuff.
A legacy plan goes much deeper.
Why Choose
Advisory services that put your family’s needs first. Works alongside attorneys and CPAs, not as a replacement
Attend a small group workshop
Education
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Classes, books, speaking
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Active successor trustee
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Licensed fiduciary
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Decades in real estate and finance
Consulting
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Helping families communicate
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Trustee support
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Grantor guidance
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Human factor focus (roles, structure)
Cohost an event
Fiduciary
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Select trustee appointments
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Not volume based
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Direct senior level work
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Planning for family dynamics
What Makes
Unique
What Clients Say...
Eugene O.
“A must resource for income property owners that wish to maximally pass on the fruits of their lifetime efforts to their desired heirs with minimum government confiscation!”
Dr. George W.
"Tim Gorman exceeded my expectations by leaps and bounds. From an educational perspective, the series was as valuable as anything I’ve had…first grade to Ph.D.”
Legal and Professional Disclaimer
Gorman Estate & Trustee Advisory provides non‑legal estate advisory and administrative support. We do not provide legal advice, accounting, tax preparation, investment management, or services reserved for licensed attorneys, CPAs, or investment advisors. Clients should consult appropriate licensed professionals for those services. Gorman ETA works collaboratively with attorneys, accountants, financial professionals, and healthcare providers as part of an integrated estate transition strategy.