Trustee Services

thru: Catholic Charities Family and Community Services

Serves as the trustee for clients who do not have the natural support or family to serve in that capacity.
  • Provides vulnerable clients with the support they need for managing their supplemental needs and basic irrevocable trusts.
  • Utilizes the money according to the established goals of the trust, while keeping the client’s best interest in mind.
  • Spanish-speaking staff is available to assist when needed.

In limited cases, guardianship is appointed through the court system. In this role, the program partners with Monroe County and Adult Protective Services to support the most vulnerable adults who are at risk of being exploited.

Cultural Competency BadgeCultural Competency

Language Access BadgeLanguage Access

Eligibility: Eligibility is on a case-by-case basis. The trust must be reviewed by our CFO and Trustee Services Team before we accept the appointment.

Guardianship clients appointed through the court system.

Application Process: Call for information.

Required Documentation: Call for information.

Fees: Varies depending on referring agency or if private pay. CCFCS charges a reasonable one-time administrative fee for the opening and closing of the trust account, as well as an annual trust fee determined by the Surrogate Courts Regulation #2309. This fee is based on a percentage of the transactions and value of the assets.

Coverage Note: Monroe, Livingston, Wyoming, and Genesee Counties.

Cultural Competency: Signage and advertising for diverse populations, Cultural competency, diversity, equity, and inclusion training for staff, Staff reflects population served

Languages: Spanish- Staff provides service in language offered, Staff provides in-person interpreter, Website can be translated


This program is offered here:

Catholic Charities Family and Community Services

Map Marker 1
87 N Clinton Avenue
Rochester NY 14604
M-F 8:30AM-5:00PM
SA and evenings by appointment.
Bus Service:
Next to Downtown RTS hub.


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