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We believe in challenging the status quo. We believe in thinking differently. We believe in freeing beneficiaries and advisors giving them the power to choose.

We believe in your freedom.

The way we challenge the status quo is by breaking down the traditional rigid trust company barriers and create a system of checks and balances, giving

families a voice in the administration of their financial affairs. This revolutionizes the advisor and client relationship. Our trust services are

efficient, non-interruptive and easy to use.

We just happen to not compete against advisors, we go where you go (custodian neutral), we operate in the state named the top trust jurisdiction over the last

decade and we have been named the second best company in America for trustee services.

Why don’t we work together?

Everything we do...

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Wealth Advisors Trust Company was established to free advisors and trust beneficiaries

offering all the services of a traditional trust company. We are custodian neutral and do not

manage investment assets. Because each trust is structured with your clients’ specific goals

in mind, our administration services can be catered to make sure that those goals are

achieved.

Services include performing trustee and administration functions for a range of different

trusts. We have experience in all types of personal trusts, including living trusts (also called

revocable trusts), trusts under Wills (also called testamentary trusts), charitable trusts, special

needs trusts, dynasty trusts, accumulation trusts (also called gifting trusts), life insurance

trusts and asset protection trusts.

Coordination with attorneys, accountants and financial advisors

Collection of income

Integrate workflow between professional advisors

Review and processing of requested discretionary distributions

Provide detailed tax information

Fulfill fiduciary duties as outlined in the trust document

Regular remittances

Quarterly trust accounting statements (monthly, if required)

Remainder distributions

Trust tax return preparation

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Our services can include any ofthe following:

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Challenging the status quo begins with the idea that the corporate trust company is no longer

the primary advisor. Now you are the primary manager of the relationship. No matter if,

when, how or where you move, we go where you go.

Creating a system of checks and balances requires a team of outstanding professionals.

Wealth Advisors Trust Company (“WATC”) recognizes that a client’s trusted advisor is an

integral part of the wealth management team. We work with the advisor to ensure that our

solutions are centered around their client’s needs. In fact, Wealth Advisors Trust Company, is

the only trust company to offer its Non-Compete Guarantee™ giving advisors confidence

that WATC will not compete with the advisor for asset management.

While many custodians, broker-dealers and brokerage firms are associated with

“independent” trust companies, independent does not automatically mean independence. An

advisor changing to a new custodian/broker-dealer may find the previous in-house trust

company does offer trust portability. Many valuable relationships have been lost because of

this.

Attorneys and Advisors

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LAW Benefits ofSouth Dakota

South Dakota has been recognized as a leader in trust law and a top ranked state by Trusts &

Estates magazine over the last decade. Wealth Advisors Trust Company was organized in

South Dakota to provide clients with the many advantages afforded trusts under South

Dakota law, such as:

• No state income tax

• No capital gains tax

• Unlimited duration trusts

• Self-settled asset protection trust

• Simplified trust decanting and modification

Wealth Advisors Trust Company can generally serve as trustee or co-trustee of trusts from

any state, even if the grantor and beneficiaries do not reside in South Dakota. We can work

with professional advisors who custody assets at almost any custodian across the country.

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a sophisticatedplanning tool

in a simple,

cost-effectiveformat

More than half of Americans believe that their children and grandchildren will have

a lower standard of living compared to their parents. We see a much brighter future

for the coming generations. We believe one of the greatest gifts you can leave your children

and grandchildren are the same financial advantages that the “Pension Generation” has

enjoyed.

Wealth Advisors Trust Company has created the SmartIRA™; a revolutionary process which

converts IRA’s and ROTH IRA’s into accounts that can replace the impact of pensions and even

Social Security. It is tremendously sophisticated but surprisingly cost-effective and simple to

implement.

SmartIRA™ is the first custodian neutral trusteed IRA ever available to advisors. While many

families have used the SmartIRA™ to replace the impact pensions for their heirs others have

used it to prevent unintentional disinheritance, asset protection, distribution control and to

avoid high attorney fees. The SmartIRA™ is the most powerful planning tool since the

ROTH IRA.

Includes self-settled asset protection trusts, gifting trusts, grantor trusts, revocable trusts, grantor retained annuity trusts, QPRT’s, charitable remainder trust and charitable lead trusts.

Fees for extraordinary or non-standard services will be charged based on a time and expense basis for all personal and charitable trust services.

Our Fees

Administrative Services for ILITs

First $2 million 0.60%

Next $3 million 0.50%

Annual Fee $1,500 + $500 for each additional policy

$750 one time (charged only if accepted)

Next $5 million 0.40%

Next $10 million Negotiable

Fee Minimum $5,000 annually

Setup and Review Fee $750 one time (charged only if accepted)

SmartIRA™ Setup Fee $250 per IRA account

Administrative Services for Personal and Charitable Trusts*

Setup, Trust andPolicy Review Fee

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Agency Trust Services Discount to published fee schedule

Address330 South Poplar Avenue

Suite 103Pierre, South Dakota 57501

Tel (605) 776-7012Fax (605) 224-4307

Send Us an Emailinfo@wealthadvisorstrust.com

www.weal thadv isorstrust .com

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