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Trust Services

An Integrated Team That Puts You and Your Family First

Where others might offer individual areas of expertise, Savant Private Trust uses a team approach that leverages the wisdom of many to help you pursue your personal and financial goals.

Our disciplined team of in-house legal and tax professionals collaborates and delivers a truly independent and efficient corporate trustee solution. As a team, Savant’s professionals integrate investment counseling with income tax planning and preparation, asset protection planning, charitable giving, and estate and business succession planning. We strive to bring simplicity, ease, clarity, confidence, and perspective to your financial life.

Savant Private Trust can support client needs in all 50 states and has built a reputation for financial strength, security, safety, and stability.

Savant Private Trust Offers:

Trust-Services

We’re Here for All Your Trust Administration Needs

Savant Private Trust is available to serve as trustee for all your trust administration needs, including living trusts, asset protection trusts, revocable and irrevocable trusts, charitable trusts and family foundations, special needs trusts, and dynasty and similar multi-generation trust arrangements.

Estate and Trust Settlement Services

Our Estate and Trust Settlement Services include assistance in the following areas:

  • Filing Last Will and Testament with probate clerk
  • Collecting, consolidating, and distributing all estate or trust property
  • Establishing and administering decedent trust and estate expense accounts
  • Distributing real and personal property
  • Preparing and filing final federal and state income tax returns
  • Preparing and filing necessary trust and estate tax returns when applicable
  • Preparing required trust and estate accounting reports
  • Conducting strategic income tax planning associated with account elections and distribution
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Partnering for Success

Savant Private Trust is a trust representative office of National Advisors Trust Company (NATC). As a national trust bank, chartered by the Comptroller of the Currency of the Treasury Department of the United States, NATC is subject to regulation and examination and must also follow applicable Federal Reserve Bank and Federal Deposit Insurance Corporation regulations and rules. NATC offers its trust services in all 50 states.

Under the Savant Private Trust model, NATC performs the trust administrative services, while Savant Wealth Management is responsible for the investment management and client collaboration. This approach helps ensure you have a personalized and responsive trust administration from a federally chartered trust company, all while maintaining the trusted relationship you have with Savant Wealth Management.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.