In order to provide true preservation capabilities, it is important to place your assets into a trust. Depending on what your objectives are, a trust can help you shelter your current wealth, contribute to charity, distribute funds to the next generation, and more.

Idaho Trust is able to recommend and implement an array of trust solutions to fit your needs. In addition, Idaho Trust can act as the Trustee, Successor Trustee, Executor of Estates, or Conservator for your estate in order to objectively ensure proper distribution of your wealth according to your wishes. Whether your goals include the enjoyment of your wealth or the ability to pass it on to future generations, Idaho Trust provides the right products to meet your objectives.

Selecting the right trustee for your trust can often be the most difficult decision you make. The trustee not only administers the trust, but ensures compliance with taxes and laws, invests the funds in the trust, distributes funds, and more. It is imperative to evaluate your trustee based on the following factors:

Availability—Will your trustee be available and easily accessible during the entire term of the trust?

Investment Performance—How does the trustee's track record compare to that of its peers and what are the resources available for investing your money?

Working with Your Advisors—Will the trustee work with your other trusted advisors, such as your attorney or CPA, to protect your interests?

Trust Administration Expertise—Does your trustee understand the accounting procedures, rules, compliance requirements, taxes, and planning opportunities that may apply to your trust?

Sensitivity to Beneficiaries—Will your trustee be flexible enough to accommodate the special needs of your family?

Impartiality—Does your trustee have the ability to administer your trust impartially, without bending to beneficiary demands and pressures?

Business Sophistication—If you own a business, does your trustee have experience running and disposing of businesses?

Recordkeeping and Reporting—How will your trustee prepare accountings and report information to you or your beneficiaries?

With over 100 years of combined experience, the Idaho Trust team is one of the most experienced trust administrators in the region. Each trust has its own Trust Officer backed by investment and other trust professionals. We are experts in administering every type of trust and can answer any questions you or your advisors may have regarding the set-up and execution of your trust.

In addition to trust services, Idaho Trust has a complete menu of retirement planning products and charitable giving products as well as our exclusive Wealth Counseling™ services to assist you in understanding wealth and its implications.

Let Idaho Trust help you realize the fundamental American Dream; to make sure the next generation is better off than the one before. Let Idaho Trust help you take away the challenges of trust administration. Let Idaho Trust help you preserve the wealth you worked so hard to create.

Standard Fee for Trust Account—Annual percentage of assets under management of 1.35%
*Other fees may apply. Schedule of Fees available upon request.