We put your clients first
Spend any time talking to trust beneficiaries—people who are currently receiving benefits from trusts established on their behalf—you’ll quickly learn what they want from a trust administrator—responsive and respectful service, clear communications, and sensitivity to their needs and wishes. Our veteran trust administrators provide a high level of personal service to your clients and to you, their valued financial advisor. In everything we do, we coordinate our efforts with yours to help ensure that your clients receive the best possible service.
Our Delaware charter offers numerous advantages
Wilmington Trust is incorporated under the laws of the State of Delaware, where progressive trust laws encourage wealth creation rather than wealth taxation. Delaware also boasts rigorous enforcement of its spendthrift trust statute, making it difficult for creditors to access assets held in a Delaware spendthrift trust. In short, a trust created in Delaware can provide your clients with important tax, privacy, and asset-protection advantages that they may not be able to find elsewhere, regardless of where they reside. Click here to find out more about the advantages of a Delaware trust.
We have extensive experience with all types of trusts.
Wilmington Trust has experience handling all types of personal trusts, including living trusts, trusts under wills, charitable trusts, special needs trusts, dynasty trusts, accumulation trusts, life insurance trusts, irrevocable grantor trusts, Crummey trusts, minor’s trusts, and more.
You can continue managing assets
Wilmington Trust provides all of the services available from any other bank trust department or independent trust company with one important distinction: We do not manage trust assets. While as a Fiduciary we do provide investment oversight, we do not provide any investment management services for the trust's assets.
Our technology makes your life easier
Wilmington Trust uses industry-leading technology and maintains electronic connectivity with many of the nation’s largest clearing and brokerage firms. That means you can always count on us to provide you and your clients with timely information about their trusts. And since we are "custodian neutral," we can work with your preferred custodian platform.