A Professional Fiduciary
for the Wealth You’ve Built
Complex estates, family legacies, and multi-generational planning require more than good intentions. Wescott Trust Services delivers the expertise and infrastructure to get it right.
Trust Services Built Around Your Life
Planning for Multiple Generations
Transferring wealth across generations involves far more than drafting documents. Wescott Trust Services works alongside your estate planning attorney to coordinate trust administration, distribution decisions, and investment management — so your intentions are carried out as you wish, now and into the future.
Those Who Want a Professional Trustee
Naming a family member as trustee can create conflict and burden. A professional trustee brings objectivity, accountability, and the institutional capacity to manage complex assets, make impartial distribution decisions, and fulfill fiduciary duties without the personal strain.
Business Owners Structuring a Legacy
Whether you’re establishing a trust as part of a business succession plan or protecting assets for future heirs, trust administration requires ongoing coordination between legal, tax, and investment professionals. We bring those parties together to avoid anything falling through the cracks.
Clients Who Plan to Relocate in Retirement
Since Wescott Trust Services partners with NATC*, a federally chartered trust bank, your trust administration moves with you. Relocating to another state doesn’t require restructuring your trust or finding a new trustee relationship.
*Wescott Financial Advisory Group, LLC, a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD) doing business as Wescott Trust Services.
What Trust Services Looks Like at Wescott
Trustee & Fiduciary Services
- Coordination and Management of Corporate Trustee Services
- Co-trustee arrangements to share administrative responsibilities
- Impartial distribution decisions based on trust terms and beneficiary needs
- Ongoing trust administration and recordkeeping
- Successor trustee services
Trust Investment Management
- Asset allocation tailored to trust objectives and beneficiary timelines
- Tax-sensitive investment management
- Coordination across trust and non-trust accounts
Estate & Wealth Transfer Coordination
- Collaboration with your estate planning attorney
- Support for revocable and irrevocable trust structures
- Generation-skipping trust administration
- Charitable trust support
- Trust funding and titling guidance
Ongoing Support
- Your Wescott Advisory Team acts as the primary manager and point of contact for all trust related matters
- Proactive communication as trust laws and family circumstances evolve
- National coverage with no disruption if you relocate
See Our Approach in Action
When a family patriarch lost his wife unexpectedly, there was an estate to restructure, a trust to establish, and a family limited partnership to create, all without disrupting the father’s financial security or the legacy he’d spent a lifetime building. Here’s how a 20-year relationship made all the difference.
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Let’s Talk About Your Trust Needs
Whether you need a professional trustee, want to understand your options, or are coordinating a trust as part of a broader estate plan, the Wescott Team is ready to walk you through your options.
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