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The Estate Attorney's Choice for Managing Trust Assets

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When setting up a trust, your choice of a wealth management partner matters. At JL Bainbridge, we work closely with estate attorneys to manage the investment accounts within trusts—ensuring transparency, fiduciary alignment, and a seamless client experience.

We specialize in working with clients that have a need for trusts and offer tailored portfolio management that aims to deliver against the financial plans and goals of the beneficiaries while adhering to the distribution requirements of the trust. This enables you to stay focused on the legal structure while we handle the investment execution.

Why Estate Attorneys Choose JL Bainbridge

  1. Transparent, Predictable Fees: Clients always know what they’re paying—no commissions, no hidden charges.
  2. Registered Investment Advisors (RIA): We are required to operate under fiduciary duty and act in your clients’ best interest—always.
  3. Aligned with the Trust’s Intent: Our investment strategies support the goals, distributions, and stipulations of the trust.
  4. We are NOT a Trust Company: We’re not a trust company. We manage the assets, not the trust itself which mitigates conflicts of interest between trust and asset management.
  5. Easily Replaceable, if Needed: Should your client ever be dissatisfied, our service can be transitioned—no court order required.
  6. Client Retention: We look to build long-standing relationships that often extend through generations.

A Wealth Management Firm That Understands Your Role

At JL Bainbridge, our management of trusts was built with estate attorneys in mind. We respect the trust document and your role in crafting it. We stay in our lane—delivering on the investment management and distribution execution with precision, clarity, and responsiveness. As your partner, we serve as an extension of your team—relationship first, always professional.

With over $1 billion in assets under management (as of 12/31/2025) and four decades of experience, we’re proud to support your clients’ legacy with the care and integrity they deserve.
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*“I know JLB is doing a great job because when the estate becomes deceased, they retain the clients thanks to their service and transparency. ” - Estate Law Professional
*The testimonials presented above were selected from current clients who participated in a survey conducted during March–April 2025 and reflect their individual experiences. No compensation was provided in exchange for these testimonials. These testimonials may not be representative of the experiences of all clients, and the results expressed do not guarantee or predict future performance or outcomes.
*“JLB consistently focuses on distribution requirements of the trust. They’re one of my top choices.” - Trust & Estate Attorney
*The testimonials presented above were selected from current clients who participated in a survey conducted during March–April 2025 and reflect their individual experiences. No compensation was provided in exchange for these testimonials. These testimonials may not be representative of the experiences of all clients, and the results expressed do not guarantee or predict future performance or outcomes.
*“There aren’t many RIA firms out there that can manage the assets of trust accounts while making the complex clear for everyone involved.” - Estate Attorney Partner
*The testimonials presented above were selected from current clients who participated in a survey conducted during March–April 2025 and reflect their individual experiences. No compensation was provided in exchange for these testimonials. These testimonials may not be representative of the experiences of all clients, and the results expressed do not guarantee or predict future performance or outcomes.
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Let's Connect

If you’re seeking an established partner to manage the assets inside your client’s trust, contact John B. Leeming, CFP®, President and CCO, today. We’d be honored to collaborate with you.

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JL Bainbridge does not act as a trustee. We manage assets within trusts in accordance with trust documents and the counsel of trust attorneys. Clients of Trust Services will enter into separate agreements with JL Bainbridge. Clients are under no obligation to utilize the services of any referred services and may discontinue based on the terms of the agreement with the provider. The information provided in this article should not be considered a recommendation or investment advice. Investment management services are only available to those who become clients through written agreements.