From today’s vision to tomorrow’s legacy
You’ve worked hard to build your assets, live the life you want and create a legacy to leave behind. But what happens when you are no longer able to manage your assets?
Trust services through Securian Trust Company, N.A. can help you control what you’ve worked to create and support how you want your assets to be transferred.
We’ll help you understand your financial issues, identify your long-term interests, and collaborate with your family’s financial advisors, attorneys and accountants to achieve your wishes.
What is a trust and a trustee?
When you create a trust, you transfer legal ownership of assets to a trustee to hold and administer the trust assets. You also choose beneficiaries to receive benefits generated by the assets of the trust. This may be you, members of your family or a charitable organization.
The individual or entity serving as the trustee is a fiduciary – meaning they are legally obligated to act in the best interest of the trust and/or beneficiaries.
Depending on the type of trust involved, trusts can help you save taxes, protect assets or support your charitable intentions. Trust services provided by a corporate trustee, such as Securian, can also help you and your family address difficult issues and potential sources of conflict before they arise.Learn more benefits of a trust
Securian’s trust officers are certified professionals who have dedicated their careers to trust administration. The relationship we build with you provides us with an in-depth understanding of you and your goals as we work for your long-term interests.See how we help
Account types and services we offer you and your family:
- Charitable, family, revocable, court-appointed, life insurance, testamentary and tax-sheltered trusts
- Investment management accounts
- Family foundations and endowments
Trust administrative services
Some of the services you or your beneficiaries may choose to receive include:
- Regular and discretionary distributions
- Principal and income accounting
- Bill paying
- Consolidated statements of account assets and transactions,
- Tax information and record keeping, trust tax preparation
- Collection and reinvestment of income
- Management of real estate and other assets
- Retitling assets, asset valuation, custody and safekeeping of assets