For Estates & Trusts
Custody for Estates, Trusts & Fiduciary Accounts
We understand the weight of fiduciary responsibility and offer the infrastructure to help you carry it confidently. Whether you're navigating probate, managing a beneficiary rollover, or holding assets in a trust entity, AET gives you the tools, service, and flexibility to do it right.
Why Trust AET
Built for Attorneys, Trustees & Fiduciaries
Co-signature rules, disbursement workflows, and real-time account access. Everything you need to safeguard your role and your client.
Support for Complex Entities
Whether you're managing a trust-owned IRA, a multi-member LLC, or a real estate holding inside a retirement account, we can custody it, track it, and report it properly.
Private Assets Welcome
Custody for alternative assets like private equity, notes, real estate, and direct investments, all integrated with retirement or fiduciary plans.
Support for Trust-Owned and Inherited Accounts
Whether you're administering an inherited IRA, handling private assets held in trust, or navigating post-death distributions, AET provides the custodial framework you need.
- Entity support for trust-owned IRAs, estate accounts, and multi-party LLCs
- Flexible authority controls that let you assign view, control, or disbursement rights to attorneys, trustees, or beneficiaries
- Private asset capabilities for real estate, private funds, notes, and direct investments
- Tax and compliance handling including RMD tracking, 1099 issuance, and estate-related reporting
Built for Attorneys, Trustees & Fiduciaries
Your role requires clarity, documentation, and control. AET enables full fiduciary oversight.
Common Scenarios We Support
AET handles the estate and trust scenarios that other custodians struggle with.
- Inherited IRA with trust as beneficiary
- Real estate held in trust-owned retirement accounts
- Estate distributions to beneficiaries
- Multi-member LLC owned by an estate or trust
Fiduciary-Ready Custody
Talk to Us About Fiduciary-Ready Custody
