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