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Getting Started

Follow these steps to ensure the proper management of your assets through the creation of a trust.

 
 
  1. 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.
     
  2. Have the trust document drafted by your attorney. If you do not have an attorney, contact one of our recommended trust attorneys
     
  3. Name The Private Trust Company as Trustee or successor to the Trustee
     
  4. Work with your LPL financial advisor to set up a trust account at LPL Financial and transfer appropriate assets to it
     
  5. 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.