Trust & Fiduciary Services

Advantage Trust Company acts as a fiduciary for many types of accounts including:

Revocable Trusts

We can act as trustee for your revocable living trust. In this capacity, we assist you in holding and managing your assets. You remain in full control of your assets and can change or revoke your trust anytime.

Irrevocable Trusts

We can act as trustee for your irrevocable trust. In this capacity, we have full responsibility for managing your assets in accordance with your instructions.

Special Needs Trusts

We can act as trustee for a special needs trust. In this capacity, we ensure assets are appropriately managed for the beneficiary’s unique needs while maintaining eligibility for SSI and Medicaid.

Charitable Trusts

We can act as trustee for a charitable trust. We have specialized knowledge regarding charitable trust rules and regulations. We ensure your legacy of giving is carried out effectively and in accordance with your intentions.

Estates

We can act as executor or administrator of your estate. In this capacity, we settle your estate and ensure adherence to Court regulations. We have the experience needed to make the process more efficient and alleviate the burden on your loved ones.

Conservatorships

We can serve as conservator for an incapacitated individual under a Court-supervised Conservatorship. In this capacity, we manage the financial affairs of such individuals who are no longer able to properly do so themselves.

Helpful Resources

Click the links below to visit national financial websites:

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