Building a Strong Foundation
WorthPointe Trust provides trust solutions for clients whose financial, family, or business needs require the services of a professional fiduciary through our association with National Advisors Trust Company, the largest federally chartered trust company created by registered investment advisors for the benefit of their clients. WorthPointe, LLC is a shareholder of National Advisors Trust.
WorthPointe Trust works with estate planning professionals on a local level to provide the consistent trusted services needed by our common clients. By working together, WorthPointe Trust, National Advisors Trust and the estate planning professional are able to build a strong foundation for you by providing a solid trustee and investment management solution while helping you protect your wealth and remain confident about the future of their estates.
Estate Planning Professional
- Works with you to recommend and establish the appropriate trust
- Appoints WorthPointe, LLC as the investment advisor and National Advisors Trust as corporate trustee, co-trustee or agent for trustee (DBA WorthPointe Trust)
- Oversees the client/investment advisor/trustee relationship
- Manages the investments in accordance with the trust document while incorporating tax and estate planning strategies
National Advisors Trust
(dba WorthPointe Trust)
- Ensures safekeeping of all trust assets
- Performs trust administration duties as outlined in the trust document such as distributions, statement production, tax reporting and bill paying
- Provides principal and income trust accounting
Agent for Trustee
Individuals sometimes appoint themselves, a family member, attorney, or family friend as trustee of their trusts. Even in this situation, there are benefits from having the trust company act as the agent for trustee (WorthPointe Trust). For many individuals, the administrative aspects of serving as trustee are time-consuming and challenging, ensuring they stay in compliance with the trust document. By appointing WorthPointe Trust to act as the agent, the trustee will still retain fiduciary responsibility, while the trust company provides asset custody, trust-style statements and trust officer support. WorthPointe continues to work directly with the trustee to manage trust assets and achieve the stated financial goals and objectives.
A Locally Managed Trust Service
By working with our nationally chartered trust company, WorthPointe Trust delivers a comprehensive, locally managed trust service solution.
Expertise. Retain WorthPointe, LLC as the investment advisor while gaining access to the talented, experienced trust professionals from WorthPointe Trust.
Cost-Effective. Benefit from trust services provided in a cost-efficient manner with a competitive fee structure.
Flexibility. Opt to work with co-trustees by sharing administrative responsibilities to achieve the objectives of the trust and meet the needs of the beneficiaries.
Local Support. Combining face-to-face meetings with WorthPointe Trust representatives and the scope of a federally chartered trust company provides peace of mind to you. With national coverage, clients are able to relocate to another state with no concerns about a move affecting your trust administration.
- Revocable trusts
- Charitable trusts
- Irrevocable life insurance trusts
- Special needs trusts
- Irrevocable trusts
- Institutional trusts
- Agent for trustees
- Securities safekeeping
- Income collection from securities
- Settlement of securities trades
- Payment of funds when directed
- Timely statement delivery
- Custody for alternative
Retirement Plan Services
- IRAs: custodian or trustee
- Defined benefit plans
- 401(k): daily valuation platform
- Defined contribution plans
- Roth 401(k) feature within a
Personal Trust, Charitable Trust & Foundation Charges: For services as a trustee, when legally relieved of investment responsibility for account assets. WorthPointe Trust will charge an annual fee based on account asset value, prorated quarterly, as follows: 0.40 of 1% for the first $2 million of asset value, plus 0.35 of 1% for the next $3 million of asset value, plus 0.20 of 1% for asset values over $5 million.
About National Advisors Trust
National Advisors Trust is federally chartered and regulated by the Office of the Comptroller of the Currency (OCC), a bureau of the U.S. Treasury Department, and is authorized to do business in all 50 states. It is a member of the Federal Deposit Insurance Corporation (FDIC). By law, client assets are segregated from the capital assets of National Advisors Trust and are not subject to potential creditor claims against the trust company. As an independent trust company, created by the client’s trusted advisor, the trust company’s primary responsibility is to ensure the safekeeping of investment assets.