Advisors and their clients have so many tasks or goals competing for their attention. Not every one of those tasks or goals come around on a daily basis. Some are emergency situations and others come from left field.
We get that.
If you are a beneficiary of a trust do you want the freedom of choosing who manages the trust assets? If you are an advisor do you want to use a trust company created just for you? Do you want person to person customer service?
Nobody likes dealing with a traditional rigid trust company. We created this trust company for you. Wealth Advisors Trust Company sets the stage for clients and advisors to choose their own financial solutions within a trust. This revolutionizes the client and advisor relationship. Our trust services are easy to use, friendly, simple, and designed to support the advisor, not undermine them. We are an advisor-friendly trust company.