Trust Align
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Accounting ServicesFinancial Services
Hours:
Monday–Friday, 9:00 AM to 5:00 PM
Driving Directions:
Serving Miami Beach and South Florida. By appointment only. Please contact us in advance to schedule a meeting.
About Us
Trust Align is a specialized administrative services firm that helps ensure estate plans are fully implemented by handling the retitling and transfer of assets into trusts. Working alongside estate planning attorneys, CPAs, and financial professionals, Trust Align focuses exclusively on the trust-funding process—closing the gap between signed documents and properly titled assets. The firm provides a streamlined, compliant, and detail-driven approach so families and advisors can have confidence that trusts are actually funded and ready to work as intended.
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