Trust Services Minnesota
White Oaks Trust Services Minnesota Minnesota recognizes that to effectively serve our clients, now and for future generations in their total wealth management and preservation needs, trusts services Minnesota will be an important component.
If you have a trust or you're looking to set one up, and tired of the 1-800 number service elsewhere, please consider White Oaks Trust Services of Minnesota. In the Trust service industry, attorneys and consumers are most concerned about the service and cost levels for Trusts in the $1 million - $20 million range. This is our sweet spot and we have received national recognition for our service.
Minnesota Trusts can be used for various reasons and include the following:
- Irrevocable Life Insurance Trusts
- Irrevocable Trusts
- Revocable Trusts
- Charitable Trusts
- Special Needs Trusts
In addition trust company services can be used for:
- Securities Safekeeping
- Income Collection
- Settlement of Securities
- Payments of funds
- Various Retirement Plan and IRA services
White Oaks Wealth Advisors has partnered with National Advisors Trust Company to form White Oaks Trust Services (affiliated with National Advisors Trust Company, FSB). Our partnership with NATC will ensure our clients receive superior Minnesota Trust Services. Why did we choose to partner with National Advisors Trust Services?
- NATC was formed by 80 independent Financial Advisors around the country who wanted a better solution for their clients
- Very price competitive
- Federally chartered - can do business in any state and have access to Delaware Law
- Unlike other trust companies they do not make loans or investments, they simply provide custody and trust services
To view our process, please click on the White Oaks WealthCare Continuum below.
