1. Good Faith and Loyalty: Trustees must act in the best interests of the beneficiaries and avoid any actions that could benefit themselves or others at the expense of the trust.

2. Reasonable Skill and Diligence: Trustees should exercise the level of skill and diligence that a reasonably prudent person would exercise in managing their own affairs. This includes seeking professional advice when necessary.

3. Personal Attention: Trustees should devote sufficient time and attention to managing the trust effectively and fulfilling their fiduciary duties.

4. Duty to Keep and Render Accounts: Trustees must maintain accurate records of all trust activities and provide reasonable information to beneficiaries upon request.

5. Maintaining Accurate Records: Detailed records of all financial transactions, communications with beneficiaries, and decision-making processes provide transparency and accountability.

6. Keeping Beneficiaries Reasonably Informed: Trustees should proactively inform beneficiaries of all relevant trust business, even without being asked, and provide reasonable information upon request.

7. Avoiding Conflicts of Interest: Trustees must avoid situations where their personal interests could conflict with the interests of the beneficiaries.

8. Preserving and Protecting Trust Assets: Trustees have a duty to preserve and protect the trust assets from loss or depreciation.

9. Following Trust Terms: Trustees must adhere to the terms of the trust document and the grantor's intentions.

10. Exercising Discretion Prudently: Trustees must exercise any discretionary powers granted by the trust document in good faith and impartially.

MonteClare, LLC upholds rigorous standards of transparency and accountability in the administration of every trust.

To ensure the protection of trust beneficiaries and compliance with fiduciary obligations, MonteClare maintains detailed accounting and reporting systems capable of delivering precise, timely, and fully auditable records.

These systems support customized reporting formats tailored to meet a wide range of needs, including court-mandated filings, judicial accountings and beneficiary-specific reporting schedules. Whether for routine updates or formal legal submissions, MonteClare’s infrastructure ensures that all trust activity is clearly documented and readily accessible. 

Trusts along with other legal and irreplaceable business documents are securely stored off-site at the San Antonio center of Safesite, Inc., an Austin, Texas-based business records storage and management services company serving Texas' major cities.

Storage and retrieval services are available to lawyers, hospitals, financial organizations and others requiring superior privacy, security and protection for medical charts, legal files, financial documents and all other record types.

Their record centers and vault facilities are climate controlled and monitored by professional security companies as well as local fire and police departments. Safesite also operates a fleet of radio-equipped vehicles with GPS tracking for prompt pick up and delivery of client documents and data.

Distribution Committees represent individuals—often appointed by the trust's creator (grantor)—who are granted authority to review, approve or direct distributions of trust assets to beneficiaries. These Committee plays a key governance role, especially in discretionary trusts, complex estate plans or when a grantor wants oversight beyond a single trustee.