Products & Services
Professional Trust Services
Our comprehensive program consists of a full range of services that include:
- Professional asset management and the sound fiduciary judgment required to satisfy "prudent investor" standards
- Safekeeping of assets
- Collection and distribution of income in accordance with the trust agreement
- Record keeping in compliance with trust mandates and pertinent regulatory requirements
- Bill payment services
- Interpretation of trust documents
- Required tax reporting — both Federal and State
- Termination of the trust and distribution of trust assets as specified in the trust document by the grantor or creator of the trust
- Objectivity and fair judgment where the trust agreement grants broad discretion to the Trustee to provide for the beneficiaries out of trust assets
Not every individual can fulfill the duties and responsibilities of a trustee. Appointing a professional trustee to act alone or in partnership with a relative or family friend provides professionalism, continuity, permanence, and investment expertise. Choosing a professional trustee also serves to eliminate potential emotions, conflicts of interest, and other biases that may result from designating a family member or friend as trustee.
When you appoint New Peoples Financial ’s affiliated trust company to act as your professional trustee, you are engaging the services of seasoned professionals who have extensive experience in estate planning and trust services. They will follow your instructions objectively and faithfully and maintain an appropriate balance between your wishes as expressed in your Will or Trust documents and the needs of your beneficiaries.
When it comes to matters concerning your trust and estate, it is essential that you and your family receive personalized professional service, support, and guidance on a continuous basis. That’s why we place so much value on your relationship with your Financial Consultant.
Your Financial Consultant remains your primary contact on all matters regarding your trust. Working as part of a team, we are in a unique position to offer local relationship-based service combined with an experienced asset management and trust staff dedicated to you and your family’s needs. No traditional trust department can provide this level of uninterrupted service. This is the UVEST Advantage.
Estate Planning is serious business. UVEST Private Trust and Capital Management can help you build a plan that meets your family’s financial needs today and for years to come.
The combined capabilities and resources of UVEST Asset Management, National Advisors Trust Company, and most importantly, the personal commitment and service of your local New Peoples Financial Consultant will empower you to turn your financial dreams into reality for future generations.
