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Trust Services

Trustee Solutions

Smith Salley provides locally managed trust services that are designed to safeguard your assets and to help you protect your legacy.

Smith Salley is typically at the helm of creating and executing the plan for your money. So it follows that we help you to ensure your legacy continues after your death. We offer trustee solutions to ensure our clients feel confident their estate will be protected and distributed according to their wishes.

Trustee Services

  • Revocable Trusts
  • Charitable Trusts
  • Irrevocable Life Insurance Trusts
  • Special Needs Trusts
  • Irrevocable Trusts
  • Institutional Trusts
  • Agent for Trustee

Custodial Services

  • Securities safekeeping
  • Income collection from securities
  • Settlement of securities trades as directed
  • Payment of funds when directed
  • Timely statement delivery
  • Custody for alternative investments
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We are ready to help you today.