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Experienced Trust Solutions,
Tailored to Your Needs.
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of Assets Managed
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+Billion
Attorneys and CPAs in our network
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Using a Fidelity Trustee
Has its Benefits
No State Income Tax
Certain jurisdictions do not have any state income tax which minimizes tax liabilities on trust income.
All 50 States
Trusts and Trustee services in Wyoming, Delaware, Alaska,
Nevada, South Dakota, & all states. Offshore services available
Full Asset Protection
Guaranteed asset protection from creditors and legal claims, for seamless transfer to your beneficiaries.
Probate Avoidance
Bypass the inefficient, time-consuming and costly probate process, to ensure a more efficient distribution of assets
Privacy
Keep your assets, trust details, and assets completely private with a Fidelity Trust
Control and Flexibility
Determine as much or as little control as you’d like to manage your assets and control distributions to beneficiaries.
Thousands of Positive Reviews
“My wife and I didn’t want to lose our benefits, and we didn’t want to manage all the headaches that would have come with inheritance. Thank you for helping us.”
Ashley K.
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All Your Trust Needs
in One Place
Trust Attorneys, Certified Trustees, Trust Formation, and more.
Schedule a free 10-minute consultation
Our Services
Trustee Attorneys & Litigation
- Find a trust attorney near you
- Trust formation & advisor attorneys
- Trust creation & litigation services
Asset Protection Trusts
- Complete asset protection from creditors
- Pay 0% state tax
- CPA Realiance Letters and Guarantee
Trustee Services
- Trusts & Trustees in all 50 states
- Revocable, Irrevocable, & Corporate Trustees
- Full bank & administration management
Medicaid Asset Protection Trust
- Keep your Medicaid & your assets
- Control how your assets are managed
- 100% Medicaid look back protection
Irrevocable Trusts
- Asset protection for beneficiaries
- Probate avoidance
- Estate Tax Reduction
Trust Accounts
- Debt & student loan industries
- For minors & seniors
- Real estate & property management
All Your Trust Needs
in 3 Easy Steps
Speak to a
Trust Professional
or Attorney Today
Select the types of
trust services you
need
We manage and administer
everything for you
Our Services
How we can help you
Full Coordination with Professional Services
Bank and Investment Account Statements
We open and manage all bank and investment accounts as directed.
Expenses and Administrative Payments
Initiate Distributions
Process and Pay Taxes
Setup a Trust In
3 Easy Steps
Step 1: Enter trust information
This includes the trust name, legal
address, tax ID, beneficiaries, and more.
Step 2: Add trustees and grantors
Enter the personal information for each
individual involved in the trust.
Step 3: Collect digital signatures
All trustee signatures must be collected
before the account can be opened.