Trust Services

Protect your family’s financial legacy long after you are gone with a personal trust. A personal trust is a legal entity held and managed by one party—a trustee—for the benefit of another. A trustee can be an individual or professional corporate trustee.


What Are the Benefits of Establishing a Personal Trust?
What are the Specific Roles Involved in Being a Trustee?
Reasons to Consider Appointing a Corporate Trustee
Corporate Trustee* Fees
0.45 of 1.0% to as low as 0.25 of 1.0% annually
Real Estate Trust Fees
An annual fee of $250 for the purchase or sale of each parcel with a $500 fee per transaction in addition to a tax preparation and closing fee.
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You and Your Estate Planning Professional:

•   Appoint Christian Investment Advisors as your investment advisor
•   Appoint our corporate trustee*

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Christian Financial Advisors® Responsibilities Include:

•   Overseeing the relationship between you and your corporate trustee*
•   Managing your investments in accordance with your trust

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Our Corporate Trustee*:

Performs fiduciary trust administration duties such as:

•   Disbursements
•   Tax reporting
•   Statement production
•   Bill paying

* Trust services provided through Advisors Private Wealth Trust. Advisors Private Wealth Trust is a corporate trustee offering exclusively for advisors who work with Schwab through a strategic relationship with National Advisors Trust Company, FSB. Advisors Private Wealth Trust is a Trust Representative Office of National Advisors Trust Company, FSB (NATC). Schwab and NATC are separate and unaffiliated companies and are not responsible for each other’s policies and services.
** Information obtained from Schwab, Inc., member FINRA/SIPC

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Schedule an initial appointment.

Learn more about Christian Financial Advisors® and how to get started.

Tell Me More About Personal Trusts

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What We Do

With our ongoing Biblically responsible investment management and financial planning processes, we stay by your side through the years to help you wisely pursue your financial goals, one step at a time. As life happens, we help you make the necessary adjustments to stay on track. We believe financial planning and investment management is a journey, not a destination.