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Trust Services

Wealth Planning | Investment Management | Trust Services

 

Investors Trust is an independent North Carolina chartered trust company specializing in Corporate Trust Administration. As a corporate trustee, our advisors are objective professionals who will faithfully carry out your wishes.

Trusts can be an effective way to manage, preserve, and eventually transfer assets in accordance with your wishes, during your lifetime and for future generations. When you establish a trust, it is important to choose a trustee who knows you and your unique situation, andwho has the experience to manage the complicated investment, tax, and administrative duties of a trustee. In general, a trustee is responsible for the legal administration of the trust, the investment and management of the trust assets, recordkeeping, and the filing of tax returns.Trustees balance the interests of the various trust beneficiaries, distribute funds according to the wishes of the grantor of the trust, pay billswhere appropriate, and act as the custodian of the trust assets.

The complexity of these duties is one reason clients choose Investors Trust Company to serve as their independent corporate trustee.
AtrInvestors Trust, our professionals can serve as sole trustee, co-trustee, or agent for trustee for revocable, irrevocable, and charitable trusts.

 

For more information and details about our personal trust administration services, click below to view our FAQ.

FAQ