Protect Your Family's Future
Being named as a trust beneficiary carries both opportunity and responsibility. The decisions you make about your career, family, and financial life can influence not only your own future but also the legacy passed on to those who follow.
At Independent Trust Company (“ITC”), we recognize that every beneficiary’s situation is unique. That’s why we take the time to understand your goals, values, family dynamics, and financial circumstances.
Our role is to provide guidance, clarity, and administration that helps you steward your inheritance with purpose and confidence.
Our Commitment to Beneficiaries
Our approach: transparency & honesty.
Our clients receive a level of service that is uncommon in our space. Because we take the time to get to know you, your goals, your family, and your life. We support your financial life by understanding you and your family personally. Your assigned team will provide candid, common-sense service tailored to your priorities.
You can rely on the integrity of our people.
Conflict-Free Administration:
At ITC, we separate investment management from trustee responsibilities. We believe it is a conflict of interest for a trustee to also act as an investment manager. This model ensures our sole focus is on your best interests and aligned decision making.
Customized Trust Services:
We have the infrastructure to administer both traditional and unique assets, from marketable securities to real estate and closely held business interests. Our trust solutions are designed to adapt as needs change, providing stability across generations.
Efficient, Technology-Driven Processes:
Our proprietary platform streamlines trust administration, allowing distributions to be processed quickly and accurately. We’ve built our systems with security and reliability in mind, so beneficiaries can expect both timely service and dependable safeguards.
The South Dakota Advantage:
Headquartered and licensed in South Dakota, we provide families nationwide with access to one of the most favorable trust jurisdictions in the country—offering strong protections, modern trust structures, and tax advantages.
Our Unique 3-Pronged Team
Relationship Manager + Trust Associate + Trust Analyst
Each member of your team is dedicated to the efficient management of your trust.
Key Terms Explained
Our expert guidance helps you understand your privileges, responsibilities and obligations as a trust beneficiary.
Irrevocable Trust
A trust that cannot be changed or revoked by the grantor once it is established. Assets placed in an irrevocable trust are removed from the grantor’s estate, and can provide tax benefits and protection from creditors.
Revocable Trust
A trust that can be modified or revoked by the grantor during their lifetime. This type of trust offers flexibility in managing assets but typically does not provide the same tax or creditor protections as an irrevocable trust.
A person or entity entitled to receive benefits from the trust.
Primary Beneficiary
Receives distributions from the trust during the trust term, often immediately or at specified intervals
Remainder Beneficiary
Receives any remaining assets after the primary
beneficiaries’ interests have ended.