Professional Advisors and Planners

Let AE-Trust be the primary resource to assist you and your clients with their estate planning, IRA account and trustee needs. We work hand-in-hand with you, not as a competitor.

Whether your clients need a family trust, self-directed IRA account, an asset protection trust, solo 401(k), or they are looking for long term capital gains deferral on the sale of appreciated property, we work with you end-to-end to fulfill the client's needs & planning, while you retain the financial planning or other services which you provide. AE-Trust does not sell financial products or securities, and we don't act as the client's attorney or CPA.

To contact a professional advisor at AE-Trust for details, Click Here to send an e-mail.

Or phone AE-Trust and ask for information: Toll Free (866) 654-6111.

Trustee Services

As a licensed and regulated trust company in Nevada, AE-Trust offers traditional trustee services, acting as trustee, co-trustee or successor trustee for most types of private, family trusts. This applies to existing trusts as well as to new trusts which AE-Trust forms for your client.

Traditional Estate Planning Thru AE-Trust

As a licensed trust company, American Estate & Trust provides traditional estate planning, including living trusts, asset protection trusts, capital gains deferral on appreciated asset sales, all backed by years of experience and expertise. One of the primary reasons the company located in Nevada was to take advantage of Nevada's best-in-the-nation asset protection statute, which is designed specifically to protect assets placed in a trust which conforms to the Nevada statute. Asset protection clients can securely protect much, if not all, of their assets from lawsuits, judgments, liens and other legal difficulties.

IRAs Tailored For Professional Advising or Directing

From "IRA Central" on this web site, professionals have available for their clients:

  • IRA program custom tailored for financial services pros who wish to advise or direct client IRA money; we understand your business.
  • The IRA industry's most comprehensive range of Self-Directed and other IRA services, including the Real Estate IRA, rollovers, 72(t), etc.
  • The ability to place IRA money in almost any type security, insurance product or private placement which the professional adviser or life/annuity agent specifies, including 72(t) early withdrawal IRAs.
  • The most competitive IRA custodial fees. A flat, All-In-One fee, ranging from $49 to $225 per year depending on account size and type, covers almost all IRA transactions plus the basic custodial service. There are no percentage-of-assets management fees added on, just the All-In-One fee.
  • AE-Trust is not bound by big institution restrictive policies and fears. Will make custom modifications & changes when needed (& where legal)
  • As a licensed trust company, provision of trustee services and traditional estate planning, including living trusts

More Information About The Advantages of IRAs From AE-Trust :

All-In-One Fee. AE-Trust provides the IRA (Individual Retirement Account) industry's most comprehensive range of custodial and investment services, primarily for self directed IRAs, and at the most competitive fees. A flat, All-In-One fee, ranging from $49 to $225 per year depending on account size and type, covers almost all IRA transactions plus the basic custodial service. And, unlike most other IRA custodians, AE-Trust charges no percentage-of-assets management fee on top of the All-In-One fee.

Educational Info & Calculators. AE-Trust's web site IRA Central provides a wealth of free IRA educational info and calculators.

Custom Tailored For Professional Advising & Directing. AE-Trust's IRA program is custom tailored for investment advisors and other financial services professionals who want to manage or advise client IRA money through a cooperative and knowledgeable custodian. AE-Trust is able to place IRA money in almost any type security, insurance product or private placement which the professional adviser specifies. The company's monthly account statement tracks, in one document, all classes of assets and transactions for both client and adviser. In approximately 90 days AE-Trust will provide a comprehensive on-line trading platform to allow either the client or advisor to trade in securities and mutual funds, directly through the client's IRA account on the company's web site.

Full Range of IRA Types. In addition to standard self directed accounts, AE-Trust also specializes in the increasingly popular real estate or private placement IRA (which allows IRA owners to have checkbook control of their retirement money and to self invest in and directly manage real estate or other non-traditional IRA investments), 72(t) penalty free early withdrawal IRAs, 401(k) rollover IRAs, traditional and Roth IRAs, a starter IRA plan, and an assortment of optional investment portfolios for those who don't want to self direct. The trust company also offers Coverdell education savings accounts (ESA) and health savings accounts (HSA) which can be either self directed or invested in optional portfolios from AE-Trust.

For complete IRA assistance: Go to the IRA CENTRAL graphic on the upper, left hand panel of this page.

To contact a professional advisor at AE-Trust for details, Click Here to send an e-mail.

Or phone AE-Trust and ask for information: Toll Free (866) 654-6111.
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