Trustee service FOr Real Estate Trusts (Nationwide)

SC & CO. LLC provides trustee services exclusively for real estate held in trust. We primarily serve homeowners and families in the Northeast (including Massachusetts and surrounding states), while also supporting clients nationwide through structured remote coordination.

Our trustee approach is designed to be practical, responsive, and cost-conscious—focused on protecting the property, maintaining clear documentation, and executing the trust’s instructions efficiently.

What We Do

A trustee’s responsibility is to administer trust property in accordance with the trust document and applicable requirements—protecting the beneficiaries’ interests and carrying out the trust’s stated intent.

SC & CO. LLC specializes in the real estate component of trust administration, including:

Property Oversight and Administration

• Coordinate routine property needs, vendors, and maintenance

• Maintain organized records, invoices, and property files

• Ensure the property is secured and properly monitored

• Establish a clear plan for upkeep and decision-making

Rental Oversight (When the Trust Calls for Holding the Home)

• Support lease-up planning and tenant transitions

• Coordinate rent collection workflows and property expenses

• Track income/expenses and provide practical reporting

• Oversee repairs and vendor performance to protect habitability and value

Sale and Disposition Support (When the Trust Calls for Selling)

• Plan sale readiness (repairs, staging guidance, documentation, timing)

• Coordinate listing and transaction workflows

• Manage buyer-side activity coordination and timeline control

• Maintain an organized, documented process through closing

Beneficiary Communication and Reporting

• Provide structured updates and documentation

• Maintain clarity and professionalism to reduce confusion

• Keep the process organized and consistent with the trust’s terms

Scope is always driven by the trust document and the engagement terms.

Why Clients Choose SC & CO. LLC

Real estate execution without law-firm pricing

The trustee is not an attorney, which helps keep trustee services accessible. The trustee holds a Master’s degree in Business and has 17+ years of real estate experience—bringing a disciplined, operational approach that aligns with real-world property needs.

Northeast market familiarity

Most of our work is concentrated in the Northeast, where property conditions, housing stock, timelines, and transaction norms demand practical experience and strong coordination. This regional focus supports faster execution and more reliable local vendor engagement when needed.

Discreet planning for time-sensitive transitions

Many homeowners want a clear plan in place if life changes require them to relocate quickly or manage the property from a distance. We support discreet, organized execution—protecting the property and carrying out instructions with minimal disruption.

How the Process Works

1. Confidential initial consultation
   We learn the trust’s goals, the property situation, and your priority outcomes.

2. Document review and scope definition
   We confirm the trust’s real-estate-related instructions and define services, timelines, and responsibilities.

3. Onboarding and plan implementation
   We establish contacts, access protocols, vendor coordination, reporting cadence, and an execution roadmap.

4. Ongoing administration and documentation
   We carry out trustee responsibilities and keep records organized for transparency and continuity.

Pricing

Pricing varies based on complexity and scope (property condition, occupancy status, beneficiary communication needs, and whether the plan is to hold, rent, or sell).

Typical structures include:

• Flat-fee engagements for defined deliverables (e.g., sale coordination, transition planning)

• Monthly administration for ongoing oversight and management coordination

• Hourly support for limited tasks or special circumstances

After the initial consultation, we provide a clear written quote aligned with your needs.

Important Disclosures

• SC & CO. LLC is not a law firm and does not provide legal advice.

• Trust interpretation, disputes, tax questions, and legal filings should be addressed with a qualified attorney and/or tax professional.

• We can coordinate with your attorney and other professionals as needed to support execution.

Request a Confidential Trustee Consultation

If you need trustee support for a home held in trust—or you want a practical plan to protect the property and carry out specific instructions—contact SC & CO. LLC using the form below.

To help us respond quickly, please include:

• Property address and state

• Whether the home is occupied, vacant, or rented

• Your preferred outcome: hold, rent, sell, or transition plan

• Your timeline and any time-sensitive concerns