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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.
     
  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

Financial Consultants are registered with and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. North Island Credit Union and the Investment Department at North Island Credit Union are not registered broker dealers, nor are they affiliated with LPL Financial. Representatives are employees of North Island Credit Union and registered through LPL Financial. North Island Credit Union CA Insurance license #0719223.
 
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., and affiliate of LPL Financial.

Not NCUA InsuredNo Credit Union GuaranteeMay Lose Value

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Idaho, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington.