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SFT forms a Cemetery & Funeral Trust Advisory Committee

Some states now require cemetery and funeral pre-need trusts to be administered by an unaffiliated Corporate Trustee. Santa Fe Trust, an independent Chartered Trustee, has formed a Cemetery and Funeral Trust Advisory Committee to support the administration of those accounts. This team of experts offers support in administration, investment, accounting, state reporting and tax filings for cemetery and funeral trusts. If a company is performing one or more of these administration functions internally, Santa Fe can ... more

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What does Trust Independence^® mean to you?

in•de•pen•dent (in-di-pen-duhnt); adjective;
1: not dependent: as
(a): self-governing: not subject to control by others
(b): unaffiliated with any larger controlling unit

Trustors –

Greater flexibility in portfolio design and management.
Broader pool of financial advisor talent
Greater attentiveness to beneficiaries’ needs.

Beneficiaries –

Timely consideration and payment of approved disbursements.

Professional Advisors –

Secure investment management business for generations.
Investment flexibility and custodian choice.
Your trust clients go wherever you go.

Businesses –

Chartered fiduciary can reduce sponsor liability for some employee benefit and other corporate trust situations

Institutions –

Outsource trust services through a fiduciary you can trust
Outsource trust administration to reduce or redeploy staff and share or reduce liability