Pinion Individual Trustee Services, a Santora CPA Group affiliate, needed to scale its trust administration practice without diluting the high-touch service their clients had come to expect. With ProTrustee, the firm streamlined day-to-day administration, improved collaboration across the team, and gave senior trustees more time to focus on the complex, judgment-driven work that matters most to the families they serve.
This case study walks through:
- The operational challenges Pinion faced as their practice grew
- How they evaluated and onboarded ProTrustee
- Specific workflow and accounting improvements
- The measurable outcomes — for the team, the clients, and the business
“I have been doing this for 40 years. I have never had a system that is so customized, easy to use, forward thinking… it is so valuable to our team.”
— Theresa Hughes, Founder & Independent Delaware Trustee