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Directed Trustee Services

Directed Trustee Services

Introducing:  Equity Institutional Directed Trustee Services

Equity Institutional, as Directed Trustee, carries out the administrative duties of the trust such as:
  • Safekeeping of assets
  • Making distributions to beneficiaries according to terms of the trust
  • Filing tax returns
  • Issuance of regular account statements
  • Recordkeeping

At Equity Trust Company, we know that service after the sale is critical to your success.

Hundreds of financial professionals from across the United States rely on us every day to provide seamless administrative support to help keep clients satisfied. We handle the day-to-day administrative details and stay on top of the latest rules and regulations that affect your customers, so that you can spend more time where it counts--building relationships and generating new business.

Learn more about how we can help you.
  • Back-office support for retirement plans and trust accounts
  • Compliance and trust services teams
  • E-model and account access (view your qualified retirement plan block of business online any time)
  • Educational support for your professional development