In addition to investment management
and retirement planning, North Central
Trust Company is an experienced provider
of trustee services and we take our
fiduciary responsibility very seriously.
When you select North Central Trust
Company as your trustee, you can expect:
Working with a trustee, and particularly
North Central Trust Company, offers many
advantages, including:
- Experienced, credentialed professionals
- Impartiality and objectivity
- Investment skills and performance
monitoring
- Administration skills
- Permanence
- Regulatory oversight
To ensure that your goals are met, we
offer a variety of services, such as:
- Financial planning for retirement,
taxes, and estates
- Coordinating asset management for
your investments among style-specific
investment managers
- Trustee services, implementing the
specific direction imparted by you as
grantor
- Preparation of individual tax returns,
estimated tax, and real estate taxes
- Payment of monthly bills
- Collection of Social Security or
VA Benefits, rent payment, and annuity
checks
- Complete record keeping and information
reporting services
- Estate settlement and probate administration
Based on your needs, circumstances, and
comfort level, you may engage North Central
Trust Company in any of the following
ways:
- Portfolio Manager or Advisor
- Trustee of Living or Revocable trusts
- Trustee Under Will
- IRA Rollover Trustee
- Personal Representative
- Guardian or Conservator
- Custodian
- Agent for Trustee
- Agent for Personal Representative
|
