TULSA, Okla. – Warburton Capital announced its ability to now be able to provide trust services for clients. The service will allow clients to appoint Warburton Trust Services as Trustee or Successor Trustee in their Estate Plan. The new service is in partnership with National Advisors Trust Company.
“Our clients work closely with us to make decisions about their financial futures; it just makes sense for us to continue managing their assets in accordance with their wishes once they are no longer able to make those decisions. Our new trust services help us do that,” said Warburton Capital Managing Principal Jonathan Hall.
A trust is a tool an individual or family can use to determine the distribution of their assets once they die. Unlike a will, a trust can be used while the person is still alive. It will then be managed by a successor trustee after the person has passed away or is unable to manage their own affairs.
“The benefit for our clients is the peace of mind,” added Hall. “They get to choose how their estate is divided and managed and we will make sure their wishes are carried out, even after they are gone.”
With NATC and Warburton as successor trustees, the assets in the trust will be managed by an independent third-party. A corporate trustee assumes the fiduciary responsibility of managing a trust.
“There is a risk to being a successor trustee. Often a successor trustee is a family member. That can sometimes lead to conflict if there are several members in a family who are likely to inherit assets from the trust. But with a corporate trustee there is no emotion involved,” continued Hall.
Warburton Capital will begin offering these services immediately to clients. For information on how to appoint Warburton Trust Services as your successor trustee call 918-794-3000.
About Warburton Capital: Warburton Capital is a Registered Investment Advisor. Our wealth management advisors are independent, fee-only fiduciaries who work to help clients identify, clarify and achieve their personal and professional goals. Ultimately, we strive to help clients build a level of financial peace of mind that helps them make work optional and maintain that status.