How can Advisors’ Trust Services Help you?
At Investors’ Security Trust (IST), we understand and respect the relationships a client has with their financial advisor, attorney and accountant. These advisors have unique insights into their clients’ financial and estate planning needs and may be reluctant to involve a large impersonal financial institution when trust administration services are needed.
With Advisors’ Trust Services, our goal is to complement these relationships as a partner, with a menu of options that administer the fiduciary details of a client’s trust and estate plan. These options include:
By leveraging Advisors’ Trust Services, the client-advisor relationship benefits from the expertise of a local, independent trust company and transfers the burden of trust and estate administration to it.
Please contact us or call (239) 267-6655 for more information on how Advisors’ Trust Services can help you for generations to come.