
Estate Planning
How We help
Trust
Services
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Revocable or Living Trusts
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Charitable Trusts
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Irrevocable Life Insurance Trusts
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Special Needs Trusts
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Irrevocable Trusts
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Agent for Trustees
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Succession Planning Remainder Trusts
Custodial
Services
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Securities safekeeping
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Income collection from securities
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Settlement of securities trades as directed
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Payment of funds when directed
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Timely statement delivery
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Custody for Alternative Investments
Retirement Plan Services
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IRAs: Custodian or Trustee
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Defined Benefit Plans
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401(k): Daily Valuation Platform
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Defined Contribution Plans
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Roth 401(k) feature within a 401(k) Plan
Why Sage Rutty?
By working with our national Trust Company, Sage Rutty delivers a comprehensive and locally-managed Trust Services Solution
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.