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Trust Services

One of the most important aspects of creating a trust is selecting the right trustee. A trustee is responsible for ensuring that your investments, assets, and financial affairs are handled in accordance with your wishes. A trustee also has fiduciary responsibilities to a trust's beneficiaries for both asset protection and management, and must keep extensive records of all financial activities related to the trust. Moreover, trusts can be complicated and time-consuming to manage. An institution with professional trust administrators, such as Saturna, can greatly assist with the management of your trust during your lifetime and at death.

As your trustee, Saturna Trust, a licensed Nevada trust company, will provide you with investment, tax, and trust administration experience, combined with a centralized administrative, regulatory and investment team to meet your trust's needs. We'll help you prepare by advising you of the various trusts, wills, and durable powers of attorney that might be useful for your particular financial situation.

Using Saturna as your trustee ensures continuity of service and the combination of trust and financial expertise guaranteed to provide for your beneficiaries in the manner of your choosing.

Important Responsibilities of a Trustee

  • Loyalty
  • Asset management
  • Avoiding undue risk
  • Maintaining accurate records
  • Communicating with beneficiaries
  • Avoiding conflicts of interest

Get Started With Saturna Today

You have worked too hard for yourself and your family to take your assets for granted or entrust them to anyone who will not manage them effectively. With Saturna Trust Company, you have a team of investment and trust administration professionals at your disposal that will ensure your trust is properly created and managed according to your wishes. Although it is difficult to think about providing for your family after your death, setting up a trust could be one of the most generous and caring things you will ever do for them.

Check out the background of Saturna Brokerage Services, Inc. or any firm or investment professional on FINRA's BrokerCheck.