THE SWALLOW GROUP, LLC

Taking Care of What Matters Most

Who will take care of the details of your trust or estate? Do you have someone you can trust? Do you want the personal service that you just cannot get anymore from a bank trust department? Whether your assets are to be held for you, your family or a charity, whether you have placed your assets in a trust during your lifetime or are trying to decide who will assist your beneficiaries after your death, we can help.

Here in our website, you will find quite a bit of information describing the duties we can shoulder and the assets we can manage, but what is really important to us is the people we can help. We know that you have probably spent a lifetime working hard to ensure that your family is taken care of. You want the peace of mind of knowing that there is someone you can trust who has the background and experience to navigate the complex world of probate and trust administration.

We invite you to explore the information contained in this site and to call us at the phone number above. We would like to sit and visit with you about how we can meet your needs.

We can:

• Accept responsibility for the administration of a trust, serving either as trustee or as the agent for an appointed trustee,
• Carry out the long term philanthropic wishes of a donor by overseeing a charitable trust
• Shoulder the administrative burden of managing the estate of a deceased loved one
• Assist individuals with their personal financial affairs as agent, under power of attorney, or as an appointed financial guardian
• Serve as Qualified Intermediary in 1031 Like-Kind Exchange for the purchase or sale of real estate or oil and gas properties
• Advise owners of oil and gas interests, or farms and ranches, serving in any of the above roles or on an as-needed basis