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.

You and Your Estate Planning Professional:

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

Christian Financial Advisors^® Responsibilities Include:

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

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 https://www.tdameritrade.com