Fiduciary Services - THE PRIVATE TRUST COMPANY, N.A. (PTC)

As a Nationally Chartered Bank licensed to serve in a fiduciary capacity in all 50 states, PTC can serve in the following fiduciary capacities, subject to acceptance by our Trust Administration Committee:

  • Trusteeship – Initial Trustee, Successor Trustee, Special Trustee or Co-Trustee. (All personal and charitable trusts, and ILITs)
  • Agency – Agent to the Trustee (all personal and charitable trusts)
    • PTC will handle all the administrative functions and Trustee still retains ultimate discretion and control.
  • Incapacity or Special Circumstances
    • Conservator of the Estate – Court Appointed and Non-Court Appointed
    • Guardian of the Estate - Court Appointed and Non-Court Appointed
    • Trustee or Agent to the Trustee of Special/Supplemental Needs Trusts
    • When properly named as a Successor, PTC can immediately step into the Trustee position up disability or incapacity.
  • Custodian

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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