Because You Expect More

Personal trust administration is more than a service—it is a long‑term commitment to families, advisors, and attorneys who entrust Wealth Advisors Trust with their most important legacies. With over a century of combined experience, our team delivers disciplined fiduciary oversight, seamless operations, and a client‑centered approach that ensures every trust fulfills its intended purpose.

Understanding the Purpose Behind Every Trust

Every trust is established with a vision: protecting loved ones, preserving wealth across generations, supporting charitable causes, or carrying out complex estate plans. We begin by listening—working closely with advisors and attorneys to understand the goals behind each structure. This ensures our administration is not only technically precise but also aligned with the values and intentions of the families we serve.

Breadth of Expertise Across Trust Types

Our professionals bring deep knowledge across a wide spectrum of personal trusts, including:

• Revocable and Irrevocable Trusts – ensuring smooth transitions from planning to administration.
• Directed and Delegated Trusts – balancing fiduciary oversight with advisor‑driven investment strategies.
• Dynasty and Multigenerational Trusts – preserving wealth and governance structures for decades to come.
• Charitable Trusts and Foundations – supporting philanthropic goals with accurate reporting and stewardship.
• Estate Settlement and Post‑Mortem Administration – guiding families through complex transitions with clarity and care.

This breadth allows us to manage both straightforward and highly complex structures with confidence.

Operational Excellence and Fiduciary Discipline

Trust administration requires precision. Our team manages every detail with rigor, including:

• Comprehensive trust accounting and transparent reporting
• Timely and well‑documented discretionary distributions
• Asset acceptance, review, and ongoing monitoring
• Compliance oversight and regulatory adherence
• Beneficiary communication and relationship management
• Coordination with investment advisors, tax professionals, and attorneys
• Estate settlement support, tax filings, and fiduciary recordkeeping

By combining technical expertise with efficient processes, we deliver administration that is accurate, consistent, and dependable.

Advisor – and Attorney – Friendly Model

We believe advisors and attorneys should remain at the center of client relationships. Our role is to support—not compete—with those professionals.

• Advisors retain control of investment management decisions.
• Attorneys can rely on us to execute planning strategies faithfully.
• Families benefit from a collaborative system of checks and balances that gives them a voice in their financial affairs.

This model ensures that our fiduciary services strengthen professional relationships rather than disrupt them.