Who You Are

At D.A. Davidson Trust Company, it’s all about you. We understand that you have unique needs, and no two of our clients are alike. That’s why we take the time to get to know you: to ensure that we can deliver best-in-class service and a truly personalized approach.

Getting Started

We start with your questions and concerns.

  • Will my spouse need help if I become incapacitated or pass away?
  • Who will help me understand the impact of charitable giving today vs. at my death?
  • Who should be my trustee/executor?
  • What is the best succession plan to maintain the success of our family business?
  • What are my options to transfer wealth to my family and others who are important to me?

Benefit of Our Services

Team Approach

You benefit from working with a full, accessible team of estate planning professionals. Because of our strong cooperative spirit, you receive the customized attention you need from your trust officer, retirement specialist, and estate planner. We work closely with the investment professionals of D.A. Davidson & Co. to broaden the array of products and services we offer, collaborating with your trusted advisors, attorneys, accountants, and insurance consultants. Whatever your situation, our team pools its knowledge and expertise to provide you with full-service wealth planning solutions.

Experience in the Trust Area

Administration of accounts includes safekeeping assets, controlling and monitoring discretionary distributions, record keeping, accounting, coordinating preparation and filing of tax returns, and bill paying. We are well-versed in these duties and will accurately carry out the wishes of the grantor, meeting all trust requirements.

Why Clients Engage Us

We are experienced in a wide variety of assets and have the necessary investment vehicles available to meet the goals and objectives of the grantor. With over $4 billion of assets under advisement, D.A. Davidson’s Asset Management and Trust Division has the size and experience to effectively access a wide variety of investment vehicles. Whether it be individual stocks, bonds, mutual funds or common trust funds, our well-qualified and tenured staff will work together to ensure your objectives are met.

We will follow trust instructions included in the agreement objectively and faithfully. When a corporate outside party administers the trust, the grantors, survivors of the grantors, and named beneficiaries are serviced professionally, and potential conflicts of interest between family members can be avoided.

Our Trust Company is a federally chartered savings bank and is subject to all banking, fiduciary, and trust rules and regulations. Examiners and independent auditors visit our office and review accounts regularly, and expect higher standards from corporate trustees than individual trustees.

D.A. Davidson Trust Company is ongoing. We are not hindered by illness, tragedy or death as an individual trustee may be. Two account administrators are assigned to each account, keeping current on all activities in the account

Money can change attitudes and behavior. Occasionally, jealousies can arise if one family member is principally responsible in assisting parents or siblings and others are wondering where the money may be going. Leaving one member with the many burdens that befall trustees may not be fair or reasonable.

Relinquishing the worry of record keeping, investment decisions, and tax returns with an organized estate plan can yield peace of mind for individuals. Burdensome tasks are handled by an experienced, objective, regulated trust company and the benefits are retained by the grantor.

Unique Asset Management

In addition to publicly traded investments, our clients often own assets such as real estate, closely-held business interests, and artwork. We call these investments unique assets. Preserving and growing the value of unique assets demands highly-specialized expertise. We offer the following services, among others:

FamilyCare

Planning wisely, transitioning confidently, and enjoying the journey is how
we partner together to guide you through this dynamic time of life.

Longevity has increased dramatically in the last few decades, and it is now possible for people to spend more than 30 years in retirement. According to the U.S. Census Bureau, the number of people aged 65 or older will nearly double in the next 40 years, representing approximately 25% of the U.S. population.1 The importance of thoughtful planning around this stage of life has become clear for those entering these years, as well as their family members.

Have you thought about your financial security as you grow older, including the cost of health care and basic necessities in retirement? What will come next in life for you or a loved one when you can no longer take care of yourself? While it may not be the easiest topic to discuss, elder care planning is still an important issue to consider.

1 U.S. Census Bureau, “Projections of the Population by Age and Sex for the United States: 2015 to 2060”, U.S. Census Bureau, released Dec. 2014 (most recent released by the U.S. Census Bureau Data on Population Projections, National Population Projections).

Coordinated Services

Solid Planning

With our personalized wealth planning services, we help simplify the complexities of planning for your future — adding value to your wealth equation by supplementing and coordinating the services necessary to reach your goals. Taking into consideration all of your resources and choices, we offer a big-picture perspective, helping you make plans to achieve success as you define it, while minimizing costs and risks.

Wealth and Estate Planning

  • Comprehensive review of legal and estate documents
  • Ongoing investment goal setting and review
  • Tax efficient generation to generation asset transfer
  • Philanthropic planning and foundation management
  • Trust administration
  • Estate settlement
  • Bill paying and budgeting
  • Navigating family dynamics
  • Financial education for children
  • Elder care planning and assistance
  • Ongoing tax and risk management
  • Asset protection

We are here to support and guide you and your family.

Download the Put Your Trust in Us Brochure