What We Do
To Protect. To Plan.
At Assured Trust, We Offer:
- Attention to detail
- Expertise in trust administration
- Assurance that funds are protected
- Responsiveness to immediate needs of individuals
- An understanding of our duties, and a commitment to taking those duties seriously
- An understanding of finances, taxes, investing, accounting, and law
- Great communication skills
- An alignment with your morals and values
- Assured Trust Company Fee Schedule
The Assured Trust Administration professionals make sure all the administrative duties your special needs trust demands are handled with the utmost care. These include managing cash flows, paying expenses, overseeing the investments of your trust and distributing trust assets at the appropriate time.
Assured Trust is an independent trust company. We are laser-focused on helping families with special needs and our seniors, not on being just another trust company. We are passionate about what we offer generational-continuity so that your beneficiaries will have a consistent trustee during the life-span of your trust.