Blog

Trust administration,
thinking out loud.

Articles, customer stories, and webinars from the ProTrustee team on the practice of modern fiduciary administration.

Article May 12, 2026

What Makes Trust Accounting Software Different from General Accounting Software?

Why purpose-built fiduciary accounting is different from QuickBooks, Excel, CRMs, and brokerage statement extraction — and why that difference matters for trustees.

By Brandon Whittington

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Article April 17, 2026

The Coming Trustee Talent Crisis and Why Modern Trust Software Will Define the Firms That Survive It

Trust organizations will be asked to handle greater complexity at greater scale.

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Article March 12, 2026

Compliance as a Competitive Advantage: The Playbook for Professional Trustees

Trusts are more common than ever, and so is trust litigation.

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Article February 6, 2026

5 Best Practices for Trust Administration in 2026

The trust industry is at an inflection point.

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Case Study January 9, 2026

From Zero to 300: Building a Trust Company at Startup Speed

How Dynasty Trust Company scaled from zero to 300+ accounts in eight months using ProTrustee, enabling rapid growth without adding headcount.

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Case Study January 9, 2026

Scaling Client Service Without Compromise

How Pinion Individual Trustee Services streamlined trust administration with ProTrustee to scale operations, improve collaboration, and maintain high-touch client service.

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Webinar August 27, 2025

How Pinion Individual Trustee Services Powers Client Success

Join ProTrustee for a conversation with Theresa Hughes and Tara Bolinski on how Pinion, a Santora CPA Group affiliate, delivers excellent client service while continuing to grow.

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Article August 26, 2025

Unlocking Efficiency and Compliance: The Three-Pronged Ecosystem of Trust Administration

In recent years, there has been a paradigm shift.

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Article August 25, 2025

Unleashing the Power of Purpose-Built Technology: The Case for ProTrustee in Trust Administration

ProTrustee empowers trust professionals to streamline operations.

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Article August 20, 2025

Workflow Commentary – Trust Administration Collaborative Workflow (TACW)

Increased operational efficiency, improved collaboration, enhanced transparency, standardization, and embedded compliance are all byproducts of a best-practice workflow platform.

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Article August 19, 2025

State of the Corporate Trustee 2023

We are in the midst of digital transformation.

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Article August 8, 2025

Navigating Trust Accounting: Multi-Custodial System vs. Legacy Architecture

Whether you're a trust company or a client seeking comprehensive wealth management solutions, the choice between legacy and multi-custodial systems is clear: adapt and thrive in the digital age.

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