A Trust Beneficiary - Your Experience

Trustee services for beneficiaries provide comfort, stability, and security.

…because You expect more.

Why use Wealth Advisors Trust Company? White glove trustee services for trust beneficiaries and grantors.

"The best way to predict your future is to create it." - Abraham Lincoln

Beneficiaries and grantors want a trust company that thinks about what might happen versus reacting to what is happening.

Advisors want a trust company created for them that enhances the client-advisor relationship with collaboration and innovation.

First steps for trust beneficiary and/or grantor

Let's go through what happens at the beginning of a new corporate trustee relationship.

Our main purpose is to make your life easier. Let us make the onboarding of a new trust relationship easy with our simple process:

based on #1 trust law in America - South Dakota
send us trust agreement/summary of assets (aka what is a trust)
review, give feedback
agree on pricing
adjust our responsibilities to meet their goals
agree on fee
move to onboarding specialist
detail all necessary information and documentation upfront
get acceptance from trust committee
introduce to trust officer and trust specialist (tailor made)

The nuts and bolts of the trust beneficiary experience with trustee services

Trustee services for a trust beneficiary work best by partnering together to make sure your financial goals are being met and managed according to your needs. We get you.

Our services are collaborative, innovative, fast, and open-book--we pride ourselves on excellence. Some of the things we handle include:

How a trust beneficiary gets money from a trust (aka distributions)
taxes
reviews
working with the beneficiary to develop plans tied to the advisor comprehensive planning
getting to know grantor intent
serving short term needs with long term goals in mind
problem solving for your life circumstances with creative solutions
collaborative experience working with a financial advisor