FAQ Categories: Trust and Estate Services

  • Accounts

    Streamline the process of consolidating assets, buying and selling securities, and managing cash flow to cover expenses and pay taxes. Begin by learning how easy it is to open an account. Trust Account With a Trust Account, you can plan ahead and simplify the management and protection of your assets. Estate Account An Estate Account [...]

  • Trust

    Protect and manage your trust accounts assets. Availability For estates of any size and for most kinds of trusts. Benefits and features Full brokerage account options make it easy to manage and protect the assets within your trust account after your passing. Easy account consolidation Helps prepare for the distribution of your assets after death [...]

  • Estate

    Manage and distribute estate assets Availability For executors or court-appointed administrators of estates Benefits and features Full brokerage account options make it easy to facilitate the distribution of an estateโ€™s financial assets Easy manage, consolidate, buy and sell, or access cash to pay taxes Get accurate estate value for IRS purposes Transfer titles to heirs [...]

  • Planning

    Itโ€™s never too early to begin thinking about your legacy or to design your estate plan. Estate Planning Your legacy transcends moneyโ€”it also encompasses your values. A plan is an important part of your ongoing financial goals. Trust and Estate Planning is an integral part of our Three-Phase financial planning process, which analyzes all areas [...]

  • Fees

    Account fees and minimums We offer a comprehensive range of investment options to meet a wide variety of goals. Trust accounts Custodial Fees: Monthly service fees: $0 Account opening minimum: $0 Commissions: $0 online listed stock and ETF commissions Management Fees: Based on total household assets. Estate accounts Custodial Fees: Monthly service fees: $0 Account [...]