Streamlining the Management of Unique Assets
Oil & Gas | Real Estate
Trust Companies | Family Offices | Foundations | Partnerships | Institutional Mineral Owners
VISION-OG is an innovative cloud-based mineral management and accounting software platform that provides pioneering functionality at a reasonable price.
VISION-ATLAS revolutionizes real estate asset management with an advanced cloud-based platform that delivers unparalleled functionality at an exceptional value.
Our experts have decades of experience assisting fiduciaries across the country. We are here for all your unique asset management needs.
OG Trust Services offers services and products that provide institutions with appropriate guidance as it pertains to internal oil & gas asset management.
OG Trust Services, LLC professionals proudly support:
National Association of Royalty Owners (NARO) | Aug 2025
Preparing Your Mineral Legacy for the Next Generation
In this podcast, Walt Lotspeich and Dana Church of OG Trust Services talk with Rob Prentice of NARO to share best practices for preparing mineral assets to be passed down to future generations. They cover common pitfalls, organizational strategies, and estate planning approaches to ensure a smooth and valuable transition.
- Why documenting and digitizing mineral records is critical for heirs and future management
- The importance of annual reviews (including Reg 9-style reviews) to catch missing revenue, operator changes, and compliance needs
- How ownership structures like trusts, LLCs, and estate planning tools can simplify probate and preserve long-term asset value
