Result Oriented Solutions - Independenttrust
For Advisors

Can Independent Trust Company Serve as a Co-Trustee?

Absolutely. At Independent Trust Company, co-trusteeship is not only possible but also a significant part of our business. Whether you’re seeking professional expertise, collaborative decision-making, or simply want to share the responsibilities of trust management, we’re here to assist you.

Why Choose Independent Trust Company?

Expertise: Our team comprises seasoned professionals proficient in all aspects of trust management, from deciphering legal complexities to making astute investment decisions.

Collaboration: We believe in the power of collaboration. When you join forces with us, you become an integral part of the team. We’ll collaborate closely with you to ensure your needs are met and your objectives are realized.

Transparency: Trust relies on transparency, a principle we deeply value. We prioritize open communication, offering consistent updates and comprehensive information to keep you well-informed at all times.

Efficiency: Trust administration need not be arduous. With our streamlined processes and meticulous attention to detail, we’ll ensure smooth operations, allowing you to concentrate on what truly matters.

Commitment: Integrity, ethics, and professionalism are more than just words – they’re the cornerstones of our ethos. When you entrust us with your trust, rest assured, your best interests are our top priority.

Understanding the Role of Co-Trustees

Co-trustees play a pivotal role in trust management, offering a range of benefits:

  • Shared Responsibility: Co-trustees share authority and decision-making responsibilities, providing checks and balances to ensure sound decisions are made in the best interests of the beneficiaries.
  • Expertise: By combining the expertise of multiple trustees, co-trusteeship enables a broader skill set to be brought to bear on trust management, including legal, financial, and administrative expertise.
  • Continuity: In the event that one trustee becomes unavailable due to illness, travel, or other reasons, co-trusteeship ensures continuity in trust management, preventing disruptions to the administration process.
  • Collaborative Decision-Making: Co-trustees work together to make informed decisions, drawing on each other’s perspectives and expertise to achieve the trust’s objectives.
  • Support and Accountability: Co-trustees provide mutual support and accountability, ensuring that trust administration is conducted diligently and transparently.

Ready to Explore Co-Trusteeship?

Whether you’re contemplating co-trusteeship or simply seeking clarification on the process, we’re here to guide you. Reach out to us today, and let’s initiate the conversation. Together, we’ll ensure your trust receives the exceptional care it deserves, allowing you to focus on what truly matters in your life.



 

Independent Trust Company is licensed and headquartered in South Dakota helping families throughout the United States access and benefit from the numerous advantages of South Dakota trusts.

The Independent Trust Company can help you select the right trustee for your family’s legacy for years to come.

We are a South Dakota Trust Company helping families succeed with generational wealth transfers by preserving their assets – as well as their legacy. 

Please contact us here to begin the process. Or please call us at (605) 737-5100.