Personal Trust Administration: WealthTrust Oklahoma can serve as Trustee or Co-Trustee, either during the trust creator’s lifetime, after their passing or incapacity. Personal Trust Administration can occur through a Revocable Trust, Irrevocable Trust, Special Needs Trust (Supplemental Needs Trust), Charitable Trust or a Life Insurance Trust. This service would also include asset management and bill paying.
Estate Management: We can serve as Administrator or Personal Representative of an Estate for an individual. This service would include marshalling assets, asset management, bill paying and distribution provisions.
Guardianship Administration: WealthTrust Oklahoma can serve as Guardian of the Property (Finances) for an individual. This would include financial decisions, asset management, and bill paying.
Investment Management: We offer this service through an Investment Management Account and an IRA.
Complimentary Trust Agreement Review: WealthTrust Oklahoma offers complimentary trust agreement review to help you uncover any difficulties a Trustee may encounter in administering your current trust. This will help you edit any details now to prevent future issues.
WealthTrust Oklahoma would appreciate the opportunity to assist in your overall estate planning process. Contact us today.