Amelia Mckenzie
Office Manager
Amelia manages the firm's administrative operations: scheduling, correspondence, document coordination, and the follow-through that keeps matters moving between trustees, institutions, and advisors.
Founder, Third-Party SNT Administrator and Principal
Stephen Stewart
Stephen brings a rare combination of regulatory, tax, fiduciary, and special-needs planning expertise to trust administration. He has worked inside New York State's Medicaid compliance apparatus, audited from the revenue side, and trained in the fiduciary standards used by bank and trust departments — and he applies all of it to the ordinary, consequential work of administering a trust well.
That combination allows him to deliver administration that is documented, court-aware, and aligned with the needs of vulnerable beneficiaries and the trustees responsible for them — while reducing friction for the banks, attorneys, and courts involved.
Regulatory, government, and court status
New York State Unified Court System Part 36 — Supplemental Needs Trustee and Fiduciary Accountant
Stephen holds Part 36 status with the New York State Unified Court System as a Supplemental Needs Trustee and Fiduciary Accountant. Exact wording is used as published by the firm and should be re-verified against the current UCS listing before publication.
Former New York State OPWDD Medicaid Compliance Liaison
Direct regulatory experience with the rules governing Medicaid, SSI, and disability-related benefits — and how trust administration interacts with them.
Former Florida Department of Revenue Tax Auditor
Audit-side perspective on what makes a record defensible: contemporaneous documentation, traceable entries, and clear narratives.
E-Fund Resources is not a CPA firm and does not hold itself out as one. Stephen is an Enrolled Agent, federally authorized to represent taxpayers before the IRS.
Credentials, explained
Select any credential to see why it matters to a trustee, beneficiary, attorney, bank, or court.
Federally authorized tax practitioner. Trust distributions and accountings carry tax consequences; EA-level knowledge keeps documentation consistent with the returns a trustee will eventually have to file or defend.
The team
Communication, coordination, and follow-through.
Ashanti Mckenzie
Client Services Coordinator
Ashanti is the first point of contact for families, trustees, and referral partners, tracking requests, deadlines, and stakeholder communication from intake through resolution.
Photographs and expanded biographies will be published once supplied and verified by the firm.
Mission and vision
"Our vision is to create a future where financial wellness is accessible, inclusive, and culturally resonant — where every family, regardless of background or ability, has the tools and knowledge to build lasting legacies and participate fully in the economy."Request a Trust Administration Review