A Trust Beneficiary

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

HOW DOES WEALTH ADVISORS TRUST COMPANY STACK UP?

Our trust officer to trust accounts ratio is 1:100 to 150 (lowest in the trustee industry).