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Estate Planning

How We help

Trust
Services

  • Revocable or Living Trusts

  • Charitable Trusts

  • Irrevocable Life Insurance Trusts

  • Special Needs Trusts

  • Irrevocable Trusts

  • Agent for Trustees

  • Succession Planning Remainder Trusts

Custodial
Services

  • Securities safekeeping

  • Income collection from securities

  • Settlement of securities trades as directed

  • Payment of funds when directed

  • Timely statement delivery

  • Custody for Alternative Investments

Retirement Plan Services

  • IRAs: Custodian or Trustee

  • Defined Benefit Plans

  • 401(k): Daily Valuation Platform

  • Defined Contribution Plans

  • Roth 401(k) feature within a 401(k) Plan

Expertise

Retain Sage Rutty as the Investment Advisor while gaining access to the talented, experienced trust professionals of National Advisors Trust.

Cost Effective

Benefit from trust services provided in a cost efficient manner with a competitive fee structure. 

Flexibility

Opt to work with co-trustees by sharing administrative responsibilities to achieve the objectives of the trust and meet the needs of the beneficiaries.  

Local Support, 
National Coverage

Benefit from face-to-face meetings with Sage Rutty trust representatives while maintaining the peace of mind provided by a federally-chartered trust company.  

Disclosure: Sage Rutty & Company, Inc. is a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD) doing business as Sage Rutty Trust Services.

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