The only trust company created just for Advisors and their clients.

The only trust company created just for Advisors and their clients.

Wealth Advisor Trust was founded in 2009 with the goal to be the Adviser Friendly Trust Company.   We were voted Best New Financial Product in 2015 by PAM Awards and continue to be a leading trust company based in South Dakota.

We believe in challenging the status quo of the corporate trust company industry. We think differently. We believe beneficiaries and advisors should have the power to choose their own financial solutions.

We challenge traditional rigid trust company walls and create a system of checks and balances, giving families a voice in the administration of their financial affairs. Our trust services are efficient, non-interruptive and designed to support the advisor, not undermine them.

As the corporate trustee, our only focus is trust administration. We are the Adviser Friendly Trust Company. Why don’t we work together?

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Thanksgiving can cause a Trust Agreement change

Nov 27, 2019 11:54:00 AM

Thanksgiving is one of the best holidays of the year. It is a time for families to gather for a hefty meal and look back on all the things […]

Read More

Thanksgiving can cause a Trust Agreement change

Nov 27, 2019 11:54:00 AM

Thanksgiving is one of the best holidays of the year. It is a time for families to gather for a hefty meal and look back on all the things […]

Read More

Thanksgiving can cause a Trust Agreement change

Nov 27, 2019 11:54:00 AM

Thanksgiving is one of the best holidays of the year. It is a time for families to gather for a hefty meal and look back on all the things […]

Read More

Thanksgiving can cause a Trust Agreement change

Nov 27, 2019 11:54:00 AM

Thanksgiving is one of the best holidays of the year. It is a time for families to gather for a hefty meal and look back on all the things […]

Read More

Thanksgiving can cause a Trust Agreement change

Nov 27, 2019 11:54:00 AM

Thanksgiving is one of the best holidays of the year. It is a time for families to gather for a hefty meal and look back on all the things […]

Read More

Thanksgiving can cause a Trust Agreement change

Nov 27, 2019 11:54:00 AM

Thanksgiving is one of the best holidays of the year. It is a time for families to gather for a hefty meal and look back on all the things […]

Read More

Thanksgiving can cause a Trust Agreement change

Nov 27, 2019 11:54:00 AM

Thanksgiving is one of the best holidays of the year. It is a time for families to gather for a hefty meal and look back on all the things […]

Read More

Is It Time To Fire Your Trustee? | Wealth Advisors Trust Company

Nov 4, 2019 11:44:16 AM

Do you need to fire a trustee? Trustees control everything. If you are the beneficiary of a trust it is important for you to have easy […]

Read More

Is It Time To Fire Your Trustee? | Wealth Advisors Trust Company

Nov 4, 2019 11:44:16 AM

Do you need to fire a trustee? Trustees control everything. If you are the beneficiary of a trust it is important for you to have easy […]

Read More

Is It Time To Fire Your Trustee? | Wealth Advisors Trust Company

Nov 4, 2019 11:44:16 AM

Do you need to fire a trustee? Trustees control everything. If you are the beneficiary of a trust it is important for you to have easy […]

Read More

Is It Time To Fire Your Trustee? | Wealth Advisors Trust Company

Nov 4, 2019 11:44:16 AM

Do you need to fire a trustee? Trustees control everything. If you are the beneficiary of a trust it is important for you to have easy […]

Read More

Easy Trustee Distributions | Wealth Advisors Trust Company

Oct 28, 2019 11:21:59 AM

The right trust document, paired with an easygoing beneficiary, creates easy trustee distributions. A trustee has two main […]

Read More

Easy Trustee Distributions | Wealth Advisors Trust Company

Oct 28, 2019 11:21:59 AM

The right trust document, paired with an easygoing beneficiary, creates easy trustee distributions. A trustee has two main […]

Read More

Easy Trustee Distributions | Wealth Advisors Trust Company

Oct 28, 2019 11:21:59 AM

The right trust document, paired with an easygoing beneficiary, creates easy trustee distributions. A trustee has two main […]

Read More

Easy Trustee Distributions | Wealth Advisors Trust Company

Oct 28, 2019 11:21:59 AM

The right trust document, paired with an easygoing beneficiary, creates easy trustee distributions. A trustee has two main […]

Read More

Financial Advisor Risk With Trusts | Wealth Advisors Trust Company

Oct 21, 2019 10:54:49 AM

Anytime someone takes on a fiduciary duty there is risk involved. Financial advisors’ risk will very. Trust assets offer an opportunity […]

Read More

Financial Advisor Risk With Trusts | Wealth Advisors Trust Company

Oct 21, 2019 10:54:49 AM

Anytime someone takes on a fiduciary duty there is risk involved. Financial advisors’ risk will very. Trust assets offer an opportunity […]

Read More

Financial Advisor Risk With Trusts | Wealth Advisors Trust Company

Oct 21, 2019 10:54:49 AM

Anytime someone takes on a fiduciary duty there is risk involved. Financial advisors’ risk will very. Trust assets offer an opportunity […]

Read More

Delegated vs Directed Trusts - Changing a Trustee

Oct 15, 2019 10:26:35 AM

Delegated and Directed trust are the most common types of trusts. When deciding to make changes to a trust, for instance changing a […]

Read More

Delegated vs Directed Trusts - Changing a Trustee

Oct 15, 2019 10:26:35 AM

Delegated and Directed trust are the most common types of trusts. When deciding to make changes to a trust, for instance changing a […]

Read More

Delegated vs Directed Trusts - Changing a Trustee

Oct 15, 2019 10:26:35 AM

Delegated and Directed trust are the most common types of trusts. When deciding to make changes to a trust, for instance changing a […]

Read More

Texas vs. South Dakota: Who Has Better Trust Law?

Oct 4, 2019 10:33:30 AM

Creating a trust is an important step in protecting assets and providing for future beneficiaries. A states trust law is just as important. […]

Read More

Texas vs. South Dakota: Who Has Better Trust Law?

Oct 4, 2019 10:33:30 AM

Creating a trust is an important step in protecting assets and providing for future beneficiaries. A states trust law is just as important. […]

Read More

Texas vs. South Dakota: Who Has Better Trust Law?

Oct 4, 2019 10:33:30 AM

Creating a trust is an important step in protecting assets and providing for future beneficiaries. A states trust law is just as important. […]

Read More

Texas vs. South Dakota: Who Has Better Trust Law?

Oct 4, 2019 10:33:30 AM

Creating a trust is an important step in protecting assets and providing for future beneficiaries. A states trust law is just as important. […]

Read More

Texas vs. South Dakota: Who Has Better Trust Law?

Oct 4, 2019 10:33:30 AM

Creating a trust is an important step in protecting assets and providing for future beneficiaries. A states trust law is just as important. […]

Read More

Texas vs. South Dakota: Who Has Better Trust Law?

Oct 4, 2019 10:33:30 AM

Creating a trust is an important step in protecting assets and providing for future beneficiaries. A states trust law is just as important. […]

Read More

Want to be a trustee? | Wealth Advisors Trust Company

Oct 2, 2019 4:00:06 AM

Over the next decade, trillions of dollars will be passed to future generations. Trusts have become a common strategy for estate […]

Read More

Want to be a trustee? | Wealth Advisors Trust Company

Oct 2, 2019 4:00:06 AM

Over the next decade, trillions of dollars will be passed to future generations. Trusts have become a common strategy for estate […]

Read More

Definitive Guide on a Delegated or Directed Trust

Sep 30, 2019 12:06:12 AM

Delegated or Directed Trust - Everyone has confusion on the pros and cons of each.  Directed trusts are newish (e.g. last 30 years).  […]

Read More

Definitive Guide on a Delegated or Directed Trust

Sep 30, 2019 12:06:12 AM

Delegated or Directed Trust - Everyone has confusion on the pros and cons of each.  Directed trusts are newish (e.g. last 30 years).  […]

Read More

Definitive Guide on a Delegated or Directed Trust

Sep 30, 2019 12:06:12 AM

Delegated or Directed Trust - Everyone has confusion on the pros and cons of each.  Directed trusts are newish (e.g. last 30 years).  […]

Read More

Definitive Guide on a Delegated or Directed Trust

Sep 30, 2019 12:06:12 AM

Delegated or Directed Trust - Everyone has confusion on the pros and cons of each.  Directed trusts are newish (e.g. last 30 years).  […]

Read More

Definitive Guide on a Delegated or Directed Trust

Sep 30, 2019 12:06:12 AM

Delegated or Directed Trust - Everyone has confusion on the pros and cons of each.  Directed trusts are newish (e.g. last 30 years).  […]

Read More

Trustee Services Explained | Wealth Advisors Trust Company

Sep 13, 2019 1:15:36 PM

Trustee services are important to making sure your trust is administered correctly. It can be difficult to give up the control of your […]

Read More

Trustee Services Explained | Wealth Advisors Trust Company

Sep 13, 2019 1:15:36 PM

Trustee services are important to making sure your trust is administered correctly. It can be difficult to give up the control of your […]

Read More

Trustee Services Explained | Wealth Advisors Trust Company

Sep 13, 2019 1:15:36 PM

Trustee services are important to making sure your trust is administered correctly. It can be difficult to give up the control of your […]

Read More

Trustee Services Explained | Wealth Advisors Trust Company

Sep 13, 2019 1:15:36 PM

Trustee services are important to making sure your trust is administered correctly. It can be difficult to give up the control of your […]

Read More