Trust Point was founded as a trust company over a century ago and continues to be an industry leader. Our reputation is staked on high-quality service and proven results.
We’ll assist you in the development of a comprehensive estate and financial plan based on your specific needs, objectives and goals. Whether we act as trustee or as the agent for another trustee of your choice, we do everything in our power to ensure that the goals of your trust are met. Additionally, our highly credentialed team can assist with investments, retirement planning, philanthropic services and more.
-John Doe | Minneapolis
-John Doe | Minneapolis
Ensure Your Wishes are Met.
When it comes to trust and financial services, most individuals share a common desire that their wishes and objectives will be met – now and in the future. At Trust Point, we understand the importance of fulfilling and sustaining those wishes and objectives. Our team of experienced, credentialed professionals brings insight to a variety of wealth-related issues to ensure your goals are met. We know a thing or two about trusts – we have over a century of experience.
Trusts can be complicated and challenging. Trust Point has successfully met the responsibilities and challenges of the trustee role for many years leaving clients feeling at ease knowing they are working with a trusted financial advisor with a reputation of excellence.
Why Trust Point?
Working with a corporate trustee, particularly Trust Point, offers many advantages, including:
- Experienced and Credentialed Professional
- Impartiality and Objectivity
- Investment Management Expertise
- Timely, Personalized Administration
- Regulatory Oversight
.As an experienced provider of trustee services, Trust Point takes their fiduciary responsibility very seriously, interpreting instructions of the trust agreement as closely as possible in fairness to all of the beneficiaries and related parties. This takes the burden from friends and family and helps maintain peace and relieve stress among all parties.
For answer to questions about Trust Services, reach out to us now.
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A trust is a legal agreement in which a grantor transfers legal title of property to a trustee, who then manages the property for the benefit of the grantor or another beneficiary. A grantor is the person who creates the trust. A trustee can be a person or a corporation. A trustee will hold, manage, and eventually distribute the assets to a beneficiary as directed by the provisions of the trust agreement.
To ensure your goals are met, we offer a variety of services, such as:
-Financial Planning for retirement, taxes, and estates
-Coordinating asset management for your investments
-Trustee services, implementing directions communicated by the grantor
-Preparation of tax returns
-Payment of monthly bills
-Collection of Social Security or VA benefits, rent payments, annuity funds
-Complete record-keeping and information-reporting services
-Estate settlement and probate administration
A revocable trust, also referred to as a living trust, is an instrument used to manage your assets during your lifetime and at death. You are both the creator and the beneficiary of the trust (during your lifetime) and you are often the initial trustee, although Trust Point, in its role as a professional corporate fiduciary, also acts as an initial trustee. A revocable trust may be amended or revoked. And as with a traditional will, you provide for the disposition of your assets at your death, either outright to your beneficiaries or in the trust for their benefit. Read more on our resource page on this subject here
Based on your needs, circumstances, and comfort level, you may engage Trust Point in any of the following ways:
-Portfolio Manager or Advisor
-Trustee of Living or Revocable Trusts
-Trustee Under Will
-IRA Rollover Trustee
-Guardian or Conservator
-Agent for Trustee
-Agent for Personal Representative
There are several trusts out there to choose from. So how do you choose the right one for your needs? Some of the factors that will help you to determine if you should create a trust include the extent of your wealth, the risks to your assets, who you are leaving an inheritance to, and the needs of your heirs or beneficiaries. To create a long-term plan, we invite you to reach out to the experienced team at Trust Point. We will go over your options to help ensure your goals are met. More information on Trusts, can be found here
An advisor who specializes in trusts can offer expert insight to help you identify opportunities to mitigate or balance your risk so you can preserve and grow your wealth, and protect your family in case the worst happens.