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

Trust Administration

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.

Unique Services

People with disabilities and people who are experiencing the transitions of aging may need a helping hand to enjoy their best life in the least restrictive environment. Assured Trust Company will work to help you live your best life. Learn More