Trust

Invest in your legacy.

Protect your assets with simplified trust solutions from CertusWealth.

Talk to the trust experts at CertusWealth today.

The needs surrounding the establishment and administration of trusts are never simple.

That’s why you need guidance from the experienced trust professionals at CertusWealth.

From choosing the investment approach that best meets your needs to determining your management preferences, we make every decision and step easy with our efficient full-service, hands-on approach.

No two trusts are alike, but our experts can guide you in establishing terms tailored to fit your unique situation.

We help you navigate the process of ongoing management and administration by providing professional investment management, record keeping, bill paying services, distributions and tax reporting.

And when you designate CertusWealth as the trustee or custodian for your assets, you can be certain that we will carry out the terms of your trust with continuity and impartiality.

Our wide array of trust services for individuals and corporate customers includes:

  • Revocable living trusts
  • Irrevocable trusts
  • Charitable remainder trusts
  • Special needs trusts
  • Marital and family trusts
  • Irrevocable life insurance trusts
  • Private foundations
  • Trusteed IRAs
  • Estate administration
  • Investment management