Custody for Estates, Trusts
& Fiduciary Accounts

Trusted custody for life’s most challenging moments. We offer the custodial framework and administrative flexibility required to support fiduciary oversight, asset control, and compliance.

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At AET, we understand the weight of fiduciary responsibility and offer the infrastructure to help you carry it confidently. With almost 2 decades of experience working alongside fiduciaries, estate attorneys, and law firms, we provide custodial support designed specifically for trust-owned accounts and estate-related scenarios. Whether you’re navigating probate, managing a beneficiary rollover, or holding assets in a trust entity, AET gives you the tools, service, and flexibility to do it right.

Why Trust AET?

Built for Attorneys, Trustees & Fiduciaries

Co-signature rules, disbursement workflows, and real-time account access—everything you need to safeguard your role and your client.

Support for Complex Entities

Trust-owned IRA, multi-member LLC, or real estate holding inside a retirement account—we can custody it, track it, and report it properly.

Private Assets Welcome

Custody for alternative assets like private equity, notes, real estate, and direct investments.

Tax & Compliance Done For You

RMD tracking, 1099s, and estate-related compliance handled by experts.

Support for Trust-Owned and Inherited Accounts

  • → Custody for trust-owned IRAs, estate accounts, and multi-party LLCs
  • → Assign view, control, or disbursement rights to attorneys, trustees, or beneficiaries
  • → Custody for real estate, private funds, notes, and direct investments
  • → RMD tracking, 1099 issuance, and estate-related reporting

Built for Attorneys, Trustees & Fiduciaries

1

Named fiduciary or legal counsel on the account

2

Co-signature workflows and disbursement rules

3

Real-time account visibility across multiple parties

4

Historical reporting and full audit trails

Common Scenarios We Support

Inherited IRA with trust as beneficiary. Real estate held in trust-owned retirement accounts. Estate distributions to beneficiaries. Multi-member LLC owned by an estate or trust.

Talk to Us About Fiduciary-Ready Custody

We work closely with law firms, fiduciaries, and families to ensure asset continuity, legal compliance, and long-term clarity across trust-owned accounts.