Building a Strong Foundation
 
 
Wescott Trust Services provides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary. Wescott Trust Services provides these trust services through its association with National Advisors Trust Company, the largest federally chartered trust company created by registered investment advisors for the benefit of their clients. Wescott Financial Advisory Group is a shareholder of National Advisors Trust. Wescott Trust Services works with our clients' estate planning professionals to provide the consistent, trusted services needed by the client.

By working together, Wescott Trust Services, National Advisors Trust and the estate planning professional are able to build a strong foundation for the client by providing a solid trustee and investment management solution while helping clients protect their wealth and remain confident about the future of their estates.

     
 
Estate Planning Professional
Works with the client to recommend and establish the appropriate trust
Appoints Wescott as the investment advisor and National Advisors Trust as corporate trustee, co-trustee or agent for trustee (d/b/a Wescott Trust Services)
  Wescott Financial Advisory Group LLC
Oversees the client/investment advisor/trustee relationship
Manages the investments in accordance with the trust document while incorporating tax and estate planning strategies
  Wescott Trust Services (a division of National Advisors Trust)
Ensures safekeeping of all trust assets
Performs trust administration duties as outlined in the trust document, such as distributions; statement production; tax reporting; and bill paying
Provides principal and income trust accounting
     
Helping clients protect their wealth and
remain confident about the future of their estates.
 
 
© 2015 Wescott Financial Advisory Group.
Wescott Trust Services is a trust representative office of National Advisors Trust, FSB.