A Locally Managed Trust Solution 
 
 
By working with our nationally chartered trust company, Wescott Trust Services delivers a comprehensive, locally managed trust service solution.

Expertise. Retain Wescott Financial Advisory Group as the investment advisor while gaining access to the talented, experienced trust professionals from Wescott Trust Services.

Cost-effective. Benefit from trust services provided in a cost-efficient manner with a competitive fee structure.

Flexibility. Opt to work with co-trustees by sharing administrative responsibilities to achieve the objectives of the trust and meet the needs of the beneficiaries.

Local Support. Combining face-to-face meetings with Wescott trust representatives and the scope of a federally chartered trust company provides peace of mind to clients. With national coverage, clients are able to relocate to another state with no concerns about a move affecting their trust administration.
     
 
  Trust Services
Revocable trusts
Charitable trusts
Irrevocable life insurance trusts
Special needs trusts
Irrevocable trusts
Institutional trusts
Agent for trustees
Guardian of the property
Estate administration    
  Custodial Services
Securities safekeeping
Income collection from securities
Settlement of securities trades as directed
Payment of funds when directed
Timely statement delivery
Custody for alternative investments
  Retirement Plan Services
IRAs: custodian or trustee
Defined benefit plans
401(k): daily valuation platform
Defined contribution plans
Roth 401(k) feature within a 401(k) plan
 
     
Delivering a comprehensive, locally managed trust service solution.
 
 
© 2015 Wescott Financial Advisory Group.
Wescott Trust Services is a trust representative office of National Advisors Trust, FSB.