SDTC’s objective is to provide “flexible, individualized, service-oriented, cost-effective” trust administration combined with state-of-the-art technology. Consistent with this objective, SDTC offers the following services to our clients:
Trust Custody Accounting
Discover the four basic options SDTC offers for Trust Custody Accounting.
SDTC can generally work with most outside custodians of the client’s choice.
SDTC provides its clients and their advisors with 24-hour secure online access to their trust account data.
Fees and Fee Guidelines
Typically our fees are very individualized and vary depending on the terms of the trust and the assets in the trust.
SDTC has powerful privacy safeguards and has established policies & practices that respect the privacy of all individuals who use our trust company.
SDTC’s goal is to supplement the relationship an attorney may have with his or her client by working in a responsive value-added manner.