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Trust & estate
Ownership that outlives the paperwork.
Trusts, beneficiaries, and estates are where custody meets real life. Investor Services administers the structures and the transitions — with authority mapped and enforced per record.
What it covers
- Revocable, irrevocable, and directed trusts
- Successor trustees and authorized signers
- Beneficiaries and inherited accounts
- Secure death notification and estate-document intake
- Estate administration and asset retitling
- Powers of attorney
A professional collaboration workspace
Executors, trustees, advisors, accountants, and attorneys each get a defined role with time-limited, per-record access — granted for exactly the records they need, logged, and revocable at the record level. This uses B5 Secure™ to widen collaboration without weakening the directed-custodian model.
Book a demo → Beneficiary & Estate Center
Investor Services acts as a directed custodian and does not provide legal or tax advice. Pre-charter: Institutional Trust Company is seeking a charter and is not currently accepting accounts.