Trust Administration

Wealth management that provides you the financial peace of mind to enjoy all of life’s most precious moments.

Trust Point was founded as a trust company over a century ago and continues to be an industry leader. Our reputation is staked on high-quality service and proven results.

We’ll help you to map out your success.

As an experienced provider of trustee services, Trust Point takes their fiduciary responsibility very seriously, interpreting instructions of the trust agreement as closely as possible in fairness to all of the beneficiaries and related parties. This takes the burden from friends and family and helps maintain peace and relieve stress among all parties. Whether we act as trustee or as the agent for another trustee of your choice, we do everything in our power to ensure that the goals of your trust are met.

Send Us a Message:

Let us help you accomplish your financial objectives and provide you peace of mind. Click HERE to fill out a brief form if you’re interested in learning more about how we can help you.

Ask a Question

401(k) Plans

As a business owner, not only are you worried about your own retirement planning, but the planning of others. Trust Point’s all-inclusive, in-house team can take care of those needs at the highest level of accountability. From designing a 401(k) or profit sharing plan, to…

Asset Allocation

Trust Point’s asset allocation services will help you build a diversified portfolio of different asset classes, like stocks, bonds and money markets, to preserve and grow more wealth over the long term. We’ll help you offset losses and optimize your investment portfolio so you can…

Fiduciary Responsibility

At Trust Point we believe in spending the time to truly know our clients so that we can help them establish realistic plans to achieve their personal goals.

Other Types of Plans

In addition to employee/employer retirement plans, Trust Point offers retirement services beyond a basic 401(k).

Ensure Your Wishes are Met

Trusts are established to ensure your wishes and objectives will be met – now and in the future. At Trust Point, we understand the importance of fulfilling and sustaining those wishes and objectives. Our team of experienced professionals brings insight to a variety of wealth-related issues to ensure your goals are met. We know a thing or two about trusts – it has been our business for over 100 years!

Trust Administration

Trusts can be complicated and challenging. Trust Point has successfully met the responsibilities and challenges of the trustee role for many years leaving clients feeling at ease knowing they are working with a trusted advisor with a reputation of excellence.

Why Trust Point?

Neutrality and Objectivity – We make the hard, unpopular decisions without the risk of introducing strain into the family.

Experienced Administration – State and federal laws strictly regulate corporate trustees. Trust Point always acts in the best interest of the trust and all beneficiaries and ensure that all of the trust records are accurate. Our team has specialized experience to help make sense of even the most complex trust.

Continuity – A trust is typically designed to last a long time. Age, illness, or death can prevent an individual trustee from fulfilling the duties of the trustee. Trust Point has been around for over a century so we can alleviate this concern. We provide stability and uniformity from generation to generation.

Trust Administration Services

Working with Trust Point as a corporate trustee offers many advantages, including:

Professional Investment Management – As a corporate trustee, we prudently invest the assets of the trust. A clear investment philosophy and proven principles results in tailored solutions unique to each client.
Primary Purpose – We have been working with trusts and the complexities that can occur for over a century. A friend or family member may not have the necessary time or expertise to appropriately administer the trust.
Legal and Regulatory Requirements – Trustees must comply with ever-changing legal requirements and fiduciary standards. Trust Point is totally accountable to grantors and/or beneficiaries for the investments and administration of a trust. In addition to recordkeeping, we provide custody of the assets and tax preparation so that you can feel at ease.

For more than a century, Trust Point has provided a full range of financial and advisory services to individuals, families, businesses, and charitable organizations.

We are uniquely positioned to offer the highest level of sophistication and professional expertise with genuine personal service.

We are guided by the fiduciary standard in which we put client’s best interests first and follow one simple philosophy, in doing what is best for our clients, we will be doing what is best for Trust Point.