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Trust Services

LPL Financial provides trust services through its affiliate, The Private Trust Company, N.A. (PTC), whose dedicated trust specialists have extensive expertise in all areas of trust planning.

The Private Trust Company is a federally chartered bank licensed to provide trust services in all 50 states, offering personal trustee services to high net worth clients for a variety of estate planning needs, including:

  • Revocable and irrevocable personal trusts
  • Irrevocable life insurance trusts
  • Charitable remainder trusts
  • Trustee services

PTC trust services include support with documentation, legislative updates and other helpful materials to assist you in placing and retaining trust business.

  • Client letters
  • Fact finders
  • Template trust documents
  • Specimen trust provisions
  • Fee schedules

Clear benefits for advisors and their clients

  • Clients benefit from access to professional trustees to preserve and protect their assets
  • Advisors benefit by retaining the relationship and assets under management following the client’s death (as opposed to situations where the local bank is obligated to step in and take over the assets as trustee upon the death of the client)
  • The PTC also allows you to bring in new assets or consolidate outside assets from another trust
  • As an investment advisor, you manage client assets in trust with The Private Trust Company the same way that you do today via SAM or Manager Select
  • As a financial planner, you can count on The Private Trust Company to help implement the plan you have created for your clients
  • In all cases, you and your client will have ultimate control, and can depend on the high standards of execution

Trustee services can protect your business and they represent a significant marketing opportunity for attracting high-net-worth clients. LPL Financial Trust Services offers a variety of marketing and training programs throughout the year.