Trust Protector Services

Preserving Your Legacy & Peace of Mind

Contact Us(407) 273-1045

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What Is a Trust Protector?

A trust protector serves as an independent third party hired to oversee the allocation and management of trust terms or assets. Their purpose is to make adjustments to your trust that account for future changes that may affect its conditions, the interests of your beneficiaries, and your intentions as the settlor. The trust protector acts on behalf of the trust maker to ensure that the intended purposes are fulfilled.

trust protection services

Why Should I Appoint Lifeboat Trust Protectors?

With over 35 years of experience in trust protection, our team has the combined knowledge and legal expertise to best serve you. We understand the complexity associated with administering a trust and are here to help.

Our professionals have worked with all categories of trusts, including offshore, dynasty, charitable, and irrevocable. A trust protector is a crucial role established within your trust, and thus, your trust protector should:

  • Be an independent third party
  • Be firm but respectful
  • Understand the intent behind your trust
  • Be knowledgeable and experienced in trust law, administration, and litigation
trust protection services

Why Do I Need a Trust Protector?

Oftentimes, unforeseen circumstances such as death or divorce can change the course of previously agreed-upon trust terms. If the trust creator becomes dissatisfied with how the beneficiary is choosing to use trust funds or assets, they can hire a trust protector to perform certain fiduciary duties. Some situations where you may need a trust protector include:

  • You or a beneficiary have a creditor issue that could put your trust at risk
  • You or a beneficiary are going through a divorce that could endanger your trust
  • Your trustee is behaving inappropriately or incompetently and not accomplishing the goals of your trust
  • A beneficiary is harassing your trustee or threatening frivolous litigation
  • A change in circumstances requires the trust be moved to another state or jurisdiction to avoid harm, such as a change in tax laws or state laws

What Is a Letter of Wishes?

A letter of wishes is a declaration in which you explain the purposes of your trust and how you envision its administration. It is imperative that as trust protector, we clearly understand the intent behind your trust. Knowing your intent allows us to ensure it is carried out.

Trust Protection Services to Safeguard Your Legacy

We’re here to help – We listen to the individual needs of our clients and handle all trust-related matters with the utmost discretion, integrity, and attention to detail. Please contact our team to learn more information about our process, services, and pricing. Lifeboat provides trust protector and distribution adviser services to individuals in all 50 states. We look forward to meeting you and working together to protect your assets and alleviate the stress of managing your trust.

We provide the protection you need when it matters the most.

Meet Our Team

James J. Flick

Senior Attorney

James J. Flick is an attorney, chartered life underwriter, chartered financial consultant, and former cer...

James M. Flick


James M. Flick is currently an Associate Attorney for Flick Law Group, P.L. Prior to his current employme...

Meghan A. Collins

Client Programs Manager

Meghan A. Collins is currently the Client Programs Manager for Flick Law Group, P.L. She helped develop a...

See How Our Clients Have Benefited

You can rely on Lifeboat Trust Services to protect you and your beneficiaries and ensure your trust is administered as intended.

I have worked with Jim Flick for over 8 years, and there is nobody out there like him and his team. He has a background not only in estate planning and business law, but also has in-depth tax knowledge. His expertise has guided me into making some great decisions and employing strategies that have paid off in the long-term. He is always on top of the industry changes and keeping me ahead of the game.

Dimitri C.