TRUST
ADMINISTRATION
SERVICES
Independent Trust Company has been recognized as one of the fastest growing companies in the United States by Inc. Magazine for two years in a row. We are proud of our world-class trust platform, which leverages proprietary software and integrated processes to help provide you with the highest levels of service administering your trust. Our tailored approach to trust management services will get you the results you expect and deserve.
Personal Trust Services
As a corporate fiduciary, we are able to serve as a trustee, co-trustee, or the primary trustee’s Administrative Agent. We provide personal trust services tailored to your family’s needs. Our personal trustee services will leave you feeling cared for and seen. Contact us today to learn more about how working with Independent Trust can help you and your family.
Some of the personal trusts we administer include:
REVOCABLE & IRREVOCABLE
GENERATION-SKIPPING (GST)
ESTATE SETTLEMENT
ASSET PROTECTION TRUSTS
QUALIFIED TERMINAL INTEREST PROPERTY (QTIP)
UNIQUE ASSETS
DYNASTY TRUSTS
A Private Trust Company
Independent Trust Company helps trust families maximize the personal empowerment, growth and support that a well administered trust can provide. We introduce investment management strategies that are aligned with your trust’s investment objectives, avoiding potential conflicts from misaligned interests. Independence provides the freedom to align us with the objectives intended in your family’s trust. Our trust consulting services are designed to align with and meet your needs for the long term.
WHAT WE DO
As a leading trust administration provider, we:
- Assure that trust objectives are followed as intended/written
- Deliver on trust requests promptly
- Provide timely, client-friendly reporting
- Monitor and review investment performance and asset quality.
WHAT WE DON’T DO
- Invest trust assets
- Push “internal or proprietary” investment products; we don’t have any
- Act as a subsidiary of any bank or brokerage
- Engage in conflicts of interest
DEDICATED
Each trust has an assigned team of Account Representatives who assure paperwork is complete and up to date and that account activity is accurately documented. Our team approach means that you speak to people who know you and your account.
STREAMLINED
Our review, acceptance, onboarding and administration of trusts is a clear, client-focused process. The families we serve have come to know that they can depend on our reliable trust administration services.
SUPPORTIVE
Trust management shouldn’t be a mystery. We communicate with our clients and advisors about their specific roles and responsibilities under the trust so that the administrative process is easy to understand: no one is left with a planning puzzle to put together. Trusts run best when everybody leans in and does their part.
EFFICIENT
Our administrative representatives lead a team of investment, tax, legal and accounting professionals who work together to assure that your family’s trust is seamlessly administered.