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Estate Planning

Whether you are planning ahead for yourself, or have been named Executor for someone else, Sage Rutty can help guide you through the Estate Planning process.

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

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.