Getting Started
Follow these steps to ensure the proper management of your assets through the creation of a trust.
- First, discuss your goals with your LPL financial advisor. If you do not have one, contact an LPL financial advisor in your area for a no-obligation consultation.
- Have the trust document drafted by your attorney. If you do not have an attorney, contact one of our recommended trust attorneys
- Name The Private Trust Company as Trustee or successor to the Trustee
- Work with your LPL financial advisor to set up a trust account at LPL Financial and transfer appropriate assets to it
- Enjoy the comfort of knowing that your wishes will be carried out
See Also
Terms & Conditions
Securities, insurance products, asset management, and financial planning and services offered through LPL Financial and its affiliates, are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Representatives are employees of North Island Credit Union and licensed through LPL. LPL Financial Member FINRA/SIPC. North Island Credit Union CA license #0719223.
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, Colorado, Florida, Hawaii, Indiana, Missouri, New Jersey, New Mexico, Nevada, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin.
Island Paradise artwork property of North Island Credit Union.
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