LOCAL WEALTH MANAGEMENT SOLUTIONS WITH GLOBAL PERSPECTIVE
Fortress One Trust offers a wide range of fiduciary services to establish a multigenerational relationship for your family's financial future.
Our commitment to quality means prompt response times, virtual or in-person accommodations, accurate tax reporting, and detailed account statements.
Please contact us to discuss your unique situation. We look forward to connecting and serving you.
COMPREHENSIVE TRUST SERVICES IN INDIANA
Since 1987, our team has administered personal trusts and can serve as Trustee, Co-Trustee, Successor Trustee, or Agent for Trustee on multiple trust structures.
- Revocable and Irrevocable Trusts
- Testamentary Trusts
- Guardianship Management Trusts and Court Created Trusts
- Special Needs Trusts
WHAT WE OFFER: FIDUCIARY, INVESTMENT & ESTATE MANAGEMENT
Fortress One Trust has the expertise to effectively administer complex estates. Serving as Executor, Co-executor, Administrator or as Agent, we gather assets, settle debts, file tax returns, and distribute assets in accordance with the decedent's Last Will.
EMPLOYEE BENEFITS
Fortress One Trust acts as Trustee or Custodian of various employee benefit plans including:
- Traditional IRAs
- Rollover, Roth, SEP IRAs, and Rabbi Trusts
- Custody Service
- 401(k)
■ADDITIONAL SERVICES
- Oil, Gas, and Mineral Asset Management
- Real Estate Management
- Note and Mortgage Servicing
- Qualified Settlement Funds
- Escrow Accounts
- 1031 Exchanges
See our Fee Schedule for these services or contact us for more information.
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