Your legacy. Your way.

Plan It Now

Solutions as personal as your wishes

Protecting the people you love and the things you cherish isn’t a responsibility bestowed lightly. Since 1928 Cetera Trust Company has earned the confidence of thousands of individuals and families with solutions to preserve their wishes in ways that are simple, seamless, and strategic.

Simple

We collaborate with your accountants, attorneys, and estate planning team, providing precisely the level of trust expertise you need. Our century-old roots in community banking have taught us there are many partners behind a successful trust experience.

Seamless

With a directed trust that names us as corporate trustee, your investment advisor continues to manage the investable assets of the trust while we manage administration, reporting, tax filing, and distributions.

Strategic

Control what matters to you

Transferring assets to a trust can lower tax exposure and leave more money for beneficiaries, while minimizing inheritance delays and protecting privacy.

Defining how your assets are passed on can decrease the potential for family conflict and costly litigation. Also, assigning Cetera Trust as a corporate trustee allows for unbiased and impartial administration.

Naming a successor in the event of illness, incapacity, or death can prevent unsound decisions, loss of control over your legacy, and stress on your family or business.

Cetera Trust Company branch office location in New Hampshire allows trusts to be originated and administered in a state with a favorable tax and regulatory environment.

Customizing a trust for designated assets lets you maintain support of worthy causes, with potential tax advantages.