Trustees have the fiduciary responsibility to manage the assets of your personal trust for the benefit of the beneficiaries. A trustee’s responsibilities may include:

Accounting Duties

Paying bills, retitling assets

Record Keeping

Tracking investments including real estate, maintaining records, collecting dividends, and rents

Estate Settlement

Preparing tax returns, paying creditors

Overseeing Finances

Evaluating and distributing money per the terms of the trust

Management of Unique Assets and Real Estate

Maintaining copyrights, patent rights, farm holdings, oil and gas interests, and working with property managers

Distribution of Assets

Allocating property according to the trust terms

Maintenance and Transfer of Real Estate

Obtaining titles, deeds, and appraisals as needed

LEARN MORE ABOUT PERSONAL TRUSTS

Reasons to Consider Appointing a Corporate Trustee
What Are the Benefits of Establishing a Personal Trust?
Overview and Benefits of Using a Trust

Speak to a CIS Wealth financial advisor about a personal trust by calling (830) 609-6986

* Trust services provided through Advisors Private Wealth Trust. Advisors Private Wealth Trust is a corporate trustee offering exclusively for advisors who work with TD Ameritrade Institutional through a strategic relationship with National Advisors Trust Company, FSB. Advisors Private Wealth Trust is a Trust Representative Office of National Advisors Trust Company, FSB (NATC). TD Ameritrade and NATC are separate and unaffiliated companies and are not responsible for each other’s policies and services.
** Information obtained from TD Ameritrade, Inc., member FINRA/SIPC https://www.tdameritrade.com