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Trust Services

LPL Financial provides trust services through its affiliate, The Private Trust Company, N.A. (PTC), whose dedicated trust specialists have extensive expertise in the implementation of our clients’ trust and estate plans.

The Private Trust Company is a federally chartered bank licensed to provide trust services in all 50 states, offering personal trustee services to high net worth clients for a variety of estate planning needs, including:

  • Revocable and irrevocable personal trusts
  • Irrevocable life insurance trusts
  • Charitable remainder trusts
  • Trustee services
  • Administrative agent for individual trustees
  • Trust settlement
  • Clients benefit from access to professional trustees
  • The PTC also allows clients to bring in new assets or consolidate outside assets from another trust
  • In all cases, clients can have ultimate control, and can depend on the high standards of execution