Allison Creelman's Contact Details

Allison Creelman's Company Details

Wealth Advisors Trust, a South Dakota trust company

Rapid City, SD, US • 10 - 19 Employees
Financial Services

Wealth Advisors Trust Company, a South Dakota trust company, was created out of frustration with the 700 year trustee industry. Our DNA focuses on giving control and choice back to financial advisors and beneficiaries when they need to use a corporate trustee. We are revolutionizing the trustee industry with commonsense.Who Is Wealth Advisors Trust Company, a South Dakota Trust Company? • We are an administrative corporate trustee• We do not invest nor custody trust assets• Founded by a former Ernst & Young team• Based in South Dakota trust laws with #1 ranked trust laws in America• Learn more here - https://wealthadvisorstrust.com/advisor-friendly-trust-company-2019/What is a Trust?• Owns assets of any type. For other people. Has a ton of power• Created under your Will AND/OR created while you are alive• Can control future family behavior. Delicate balance• Learn more here - https://wealthadvisorstrust.com/knowing-use-trust-creates-big-benefits/What can a Trust achieve?• Integration of faith, family and the philosophy of wealth• Give less to the tax man• Protection for future generations • Learn more here - https://wealthadvisorstrust.com/trust-administration-handbook/How should you pick any trustee?• Decide if you want an individual or corporate trustee• Decide who will invest trust assets • Learn more here - https://wealthadvisorstrust.com/picking-a-trustee-4-easy-steps/What are the different types of trust companies?• A bank trust company• An advisor friendly trust company (also can be an independent trust company• Learn more here - https://wealthadvisorstrust.com/bank-trust-company/What is the history of a trust fund, the trustee industry and trust law in America?• Started with Roman & British Empire• Learn more here - https://wealthadvisorstrust.com/trust-fund/How do corporate trustee fees work?• Based on the corporate trustee risk and time• Learn more here - https://wealthadvisorstrust.com/cost-efficient-trustee-fees/