• services
  • 333 West Boulevard, Suite 305
    Rapid City, South Dakota 57701
    phone: 800-330-7207
    605-718-5722
    fax: 605-718-5712
    wiles@northpointtrust.com

Services

North Point’s primary functions as trustee include providing administrative services in the state of South Dakota and performing other tasks as decided by the person who has created a trust for his or her family or by the creator’s trusted advisors. Some additional, optional services include:

  • Holding assets;
  • Accounting for trust assets and liabilities;
  • Managing distributions to beneficiaries;
  • Carrying out the investment decisions as directed by those appointed in a trust agreement or in an agreement of engagement;
  • Maintaining South Dakota checking accounts to pay trust expenses;
  • Overseeing the repayment of debt where a trust is funded with assets from an installment sale or managing other aspects of a sophisticated estate plan;
  • Overseeing the preparation and filing of tax returns.