PTC Trust Onboarding

Taking mystery – and risk – out of trust administration.

The path to assessing and mitigating risk and ensuring compliance with trust management best practices starts with the PTC Onboarding Report.

The PTC Onboarding Report is designed to provide you, the trustee, with the information you need to successfully understand and manage your trust in today’s demanding fiduciary environment. Your unique Onboarding Report will highlight important provisions of the trust and your responsibilities thereunder, and will help identify and provide a qualitative analysis of potential risk you will face in your fiduciary and administrative role as trustee.  Our fee for gathering all needed information and preparing your Onboarding Report is only $1,200.

That is only the beginning of your path to success.  PTC Trust Onboarding and Support is here to guide you every step of your journey by providing annual trust investment and administrative reviews, trust accounting and reporting to the trustee and beneficiaries, and actual “back-office” administrative support.  We will help you along the way, and help keep you on the right path.  Our fee for Trust Onboarding and Support is only 0.4% of the value of the trust per year.

At PTC we understand risk cannot be eliminated in its entirety. So, we worked with the largest liability insurance company in the world to help PTC members secure PTC-sponsored liability insurance products to help offset risk that cannot be eliminated. For more information about insurance products that might be appropriate for you visit our Insurance section.

PTC has your back when it comes to trust administration, so don’t go it alone – protect yourself and your trust beneficiaries with our PTC Onboarding Report and Support.