Personal Trust Administration Services

Nevada First Trust Company (NFTC) offers comprehensive fiduciary and administration services tailored to Personal Trusts. Our expertise encompasses a wide range of trust structures, including Irrevocable and Revocable Trusts, Asset Protection Trusts, Special Needs Trusts, Personal Foundations, Charitable Trusts, and Family Offices. Our personalized trust solutions are designed to meet the unique needs of each trust arrangement, ensuring meticulous management and oversight.

Our Personal Trust services include:

  • Discretionary Corporate Trustee Services: Providing expert management and administration of trust assets according to the terms of the trust.
  • Review and Interpretation of Governing Documents: Ensuring the trust’s objectives are met in compliance with its terms.
  • Consultation on Trust Assets, Discretionary Distributions, and Income Needs: Offering strategic advice to optimize the trust’s financial health and beneficiaries’ well-being.
  • Custody & Safekeeping of Assets: Including the careful selection of sub-custodians to protect and preserve trust assets.
  • Principal and Income Trust Accounting: Delivering accurate and transparent accounting for trust activities.
  • Asset Allocation and Investment Management Oversight: Guiding the trust’s investment strategy to align with its goals and risk tolerance.
  • Processing of Mandatory and Discretionary Distributions: Efficiently managing distributions in accordance with trust directives.
  • Periodic Statements to Grantors, Beneficiaries, and Other Interested Parties: Providing clear and detailed reporting on trust activities and financial status.
  • Annual Tax Preparation & Filing: Ensuring compliance with tax obligations and optimizing tax efficiency for the trust.
  • Special Asset Administration: Expertly handling unique or complex assets within the trust.
  • Dedicated Trust Officer and Daily Monitoring of Accounts: Offering personalized service and vigilant oversight of the trust’s operations.

At NFTC, we are committed to delivering exceptional service and strategic guidance to ensure the effective administration of your Personal Trust, safeguarding assets and fulfilling the trust’s objectives with the utmost care and professionalism.