Trust Services

Western National Trust Company (WNTC), a Contango affiliate, combines the strong financial resources and extensive trust administration experience you need with the commitment to personalized service that you deserve.

Accumulating wealth often requires a lifetime of hard work, and you have every right to expect your assets to be safeguarded and managed by a trustee with the appropriate skills, experience and commitment. Your trustee must have complete integrity, plus the willingness and ability to carry out your wishes.

A Trustee Must:

• Manage all the trust’s assets, which often include securities, ongoing business interests, real estate and other types of property.
• Maintain detailed records and document all transactions.
• Handle collections, distributions and payments.
• Prepare and file all tax returns.
• Communicate with beneficiaries and respond to their inquiries.
• Use discretion, as permitted by the trust, in advancing trust principal or providing care for a beneficiary.
• Settle the trust, when applicable.

• As your trustee, safeguarding and managing your assets, freeing you to pursue other interests.
• As a successor trustee, stepping in to manage your trust when you are no longer able to do so.
• As a co-trustee, working with you to provide those services you wish to delegate while you retain ultimate authority.
• As a special needs trustee, providing focused one-on-one attention to individuals with special needs, including retaining any government benefits to which their clients are entitled.
• As an investment agent, executing your instructions or those of your designated advisor while providing custodial and record-keeping services.
• As the conservator or executor of your estate, handling your affairs with discretion and efficiency to ensure that your estate is settled and your wishes are carried out.