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Consumers' Frequently Asked Questions


Q: What are trust services?
Typically, they include the management of a client's assets by a professional trustee in accordance with the client's stated wishes.

Q: What is a "professional trustee"?
One who is licensed and regulated to provide trust and investment management services. ATG Trust Company is a professional trustee.

Q: Who needs trust services?
Everyone needs an organized, effective system to manage their assets and distribute them. These are typical scenarios that require the guidance of a professional trustee:
  • investing for growth and income over a period of time
  • providing financial support and protection for a minor or disabled adult
  • settling an estate in a fair and tax efficient manner
  • making charitable donations at death

Q: What is the minimum account size?
There is no minimum account size for any ATG Trust Company service.

Q: How much control will I have over my funds in a trust at ATG Trust Company?
You will have as much or as little control as you desire. Your level of involvement is determined by you and your trusted adviser, your attorney.

Q: How do I begin working with ATG Trust Company?
Call your attorney. If you don't have one, see our list of ATG Trust Company member attorneys.

For more information, contact us at 312-33TRUST.
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