If you're operating without specialized credentials as a business professional who provides agency services, you could still offer several trust-related services while staying within appropriate boundaries:

Administrative Trust Services:

• Acting as an administrative trustee handling non-investment responsibilities

• Managing bill payments and disbursements according to trust terms

• Coordinating with professional advisors (attorneys, accountants, investment managers)

• Maintaining records and preparing basic accountings

• Facilitating communication between beneficiaries and professional advisors

Property Management:

• Overseeing real estate held in trusts

• Managing rental properties

• Coordinating maintenance and repairs

• Handling tenant relations

• Ensuring property tax payments and insurance coverage

Personal Representative Services:

• Serving as executor/personal representative for estates

• Organizing and inventorying assets

• Managing the probate process logistics

• Coordinating with attorneys for legal requirements

Special Needs Trust Administration:

• Helping manage daily living expenses and personal needs

• Coordinating benefits and services for beneficiaries

• Ensuring compliance with government benefit regulations (working alongside legal experts)

Document Organization and Recordkeeping:

• Creating systems for organizing trust documentation

• Maintaining transaction records

• Preparing reports for beneficiaries

• Ensuring important deadlines are met

You should clearly market yourself as providing administrative and management services rather than investment or financial advisory services. Make it explicit that you partner with licensed professionals for legal, investment, and tax matters while you handle the day-to-day administration and coordination.

The key is transparency about your role: you're the organized, reliable administrator who ensures the practical aspects of trust management run smoothly, not the investment advisor or legal counsel.