Services

Austin Trust Company offers a wide range of fiduciary services to establish a multigenerational relationship for your family’s financial future. Whether you have a straightforward revocable trust, a copious, detailed estate or are establishing a Special Needs Trust to help a loved one living with a disability maintain their eligibility for benefit programs, we are here for you.

Our commitment to quality means that all our clients can expect prompt response times, in-person or virtual meeting accommodations, accurate tax reporting based on account type, well-maintained account records and detailed account statements.

Please contact us to see how we can accommodate your unique situation. We look forward to connecting and serving you.

Personal Trust

Since 1987, Austin Trust Company has been administering personal trusts and we are able to serve as Trustee, Co-Trustee, Successor Trustee or Agent for Trustee on various types of trusts including but not limited to:

  • Revocable and Irrevocable Trusts
  • Testamentary Trusts
  • Guardianship Management Trusts and Court Created Trusts
  • Special Needs Trusts

Estate Administration

Austin Trust Company has the experience and expertise to effectively administer complex estates. Serving as Executor, Co-executor, Administrator or as Agent for an individual serving in these capacities, we work to gather the assets of the Decedent, settle outstanding debts, file necessary tax returns, and distribute the assets in accordance with the terms of the Decedent’s Last Will.

Employee Benefits

Austin Trust Company acts as Trustee or Custodian of various types of employee benefit plans including:

  • Traditional IRAs
  • Rollover, Roth, SEP IRAs, and Rabbi Trusts
  • Custody Service
  • 401(k)

Additional Services

 

  • Oil, Gas, and Mineral Asset Management
  • Real Estate Management
  • Note and Mortgage Servicing
  • Qualified Settlement Funds
  • Escrow Accounts
  • 1031 Exchanges

See our Fee Schedule for these services or contact us for more information.

*Notice: When you log on to a link provided on this site, you are leaving Austin Trust Company’s website. Austin Trust Company makes no representations concerning the accuracy of the information contained on any site other than its own and assumes no liability for information obtained on those sites.

Visitors are reminded not to send confidential and/or personal information
to Austin Trust Company through this site.