Trust Services and Corporate Trustee Offerings

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JFS provides trust solutions for clients whose financial, family or business needs require the services of a corporate trustee. JFS Wealth Advisors is a Trust Representative Office of National Advisors Trust Company, FSB (NATC), the largest federally-chartered trust company created by registered investment advisors for the benefit of their clients.

We work with estate planning professionals on a local level to provide corporate trustee and professional fiduciary services. By working together, JFS Wealth Advisors, NATC and the estate planning attorney are able to create an effective estate plan that helps minimize estate transfer and gift taxes while providing a flexible trustee solution. Together, we help improve the overall transfer of wealth between generations.

There’s no one-size-fits-all trustee solution that works for every situation. For many individuals, the administrative aspects of serving as trustee are time consuming and challenging, as it’s difficult to ensure they remain compliant with the trust document. JFS can serve as your sole corporate trustee, co-trustee, or agent for a trustee. Families can select from these options to retain as little or as much involvement and responsibility with the trust as desired. However, JFS is always there to retain fiduciary responsibility and ensure all legal trust requirements are met, including but not limited to tax filings, principal and income accounting, and trust distributions.

We offer:

  • Experienced trust professionals
  • Competitive fee structure
  • Flexibility in administrative responsibilities
  • Local representation for nationally chartered trust company

For more information, contact Aaron Dayton at adayton@jfswa.com.