WorthPointe Trust Protector
Who’s Protecting Your Trust?
Right now, you hold the purse strings, but what happens when you can’t make decisions anymore? In some cases, that’s a magnet for trustee chaos. But even more concerning are the cases where trusts are “locked” in the event of the settlor’s death. Even if they wanted to, trustees can’t make changes to benefit the trust over the long term, including critical reactions to new tax laws.
That’s Where a Trust Protector Comes In
With the simple step of designating a trust protector, you grant the key to make crucial and financially beneficial changes to your trust — ensuring its legacy for a long time.
Who’s the Right Trust Protector For You?
A trust protector should be:
Knowledgeable about investment laws and tax implications
Unbiased and working in your best interest
An expert in the complications of trusts and wealth management
Why Work With Us to Protect Your Trust?
WorthPointe Services LLC is a team of passionate, credentialed CERTIFIED FINANCIAL PLANNER™ professionals who provide a wide range of wealth management and trust supervisory services. We’re not tied to specific portfolios or investment products, so we’re able to focus on our clients’ needs and create innovative solutions that drive toward their unique goals. We can help you manage your trust through protector services that keep your interests top of mind.
$2,500.00
Annual fee
$500.00
Hourly
Only if required to act on the Trust Protector powers
Contact us.
(800) 460-0198
info@worthpointetrustprotector.com