About Us

At Strategic Fiduciary Consultants, we understand that trust and estate matters demand expertise, integrity, and a deep understanding of the intricacies involved. Leading our team is Jason Carter, our CEO, whose extensive experience and unwavering commitment to client success drive our firm’s mission.

Jason is a licensed attorney in the State of Texas, bringing a unique legal perspective to the complexities of fiduciary relationships. His career is marked by significant roles as a former Trust Officer and as Trust & Estates Manager for a major financial institution. This hands-on experience has provided him with a comprehensive understanding of every stage of trust and estate administration, from initial planning to final distribution.

A Career Dedicated to Fiduciary Excellence:

Jason’s professional journey has been dedicated to serving as a fiduciary for his clients. He has navigated the full spectrum of fiduciary duties, including:

• Pre- & Post-Trust Formation: Guiding clients through the crucial initial stages of trust planning, amending, and revising, ensuring clarity and alignment with their long-term goals.
• Trust Administration: Overseeing the day-to-day management of trusts, ensuring compliance with legal requirements and maximizing beneficiary interests.
• Estate Administration: Expertly handling the final stages of estate administration, ensuring a smooth and efficient transition.                         

Jason’s leadership is built on a foundation of:

• Extensive Knowledge: His legal background, combined with his practical experience as a trust officer and managing trust officers, provides unparalleled expertise in trust and estate matters.
• Proven Experience: He has successfully navigated countless fiduciary relationships, providing invaluable guidance and support to clients facing complex challenges.
• Client-Centered Approach: Jason is committed to providing personalized solutions tailored to each client’s unique needs and circumstances.
• Integrity and Trust: He upholds the highest ethical standards, ensuring that client interests are always prioritized.

“My goal is to provide clients with the clarity and confidence they need to navigate the complexities of trust and estate relationships,” says Jason. “At Strategic Fiduciary Consultants, we are committed to providing expert guidance and unwavering support, ensuring that your legacy is protected and your beneficiaries are well-served.”

Whether you require assistance with trustee selection, on-going trust consulting, or expert witness testimony in fiduciary litigation, Jason Carter and the team at Strategic Fiduciary Consultants are here to provide the expertise and support you need.