Wealth Advisors Trust Company was established to assist clients’ trusted financial advisors with all of the services of a traditional trust company.

Services include performing trustee and administration functions for a range of different trusts. We have experience in all types of personal trusts, including living trusts, trusts under wills, charitable trusts, special needs trusts, dynasty trusts, accumulation trusts, life insurance trusts, irrevocable grantor trusts, Crummey trusts, minor’s trusts, and more. Because each trust is structured with your clients’ specific goals in mind, our administration services can be catered to make sure that those goals are achieved. Our services can include any of the following:

• Due diligence on trust account investment manager
• Regular review of investment performance
• Collection of income
• Regular remittances
• Integrate workflow between professional advisors
• Quarterly statements (monthly, if required)
• Review and processing of requested discretionary distributions
  and meetings where appropriate
• Remainder distributions

• Provide detailed tax information

• Trust tax return preparation

Wealth Advisors Trust Company is a South Dakota trust company. The value added for a trust, the beneficiary(s), and the financial advisor is that in South Dakota, trusts can endure perpetually with no state income tax, and both self-settled trusts and Third Party Discretionary trust status are permitted. The South Dakota legislature is attuned to staying proactive on trust law and has historically demonstrated its leadership in this area.