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Trust Services:

Make sure you and your family are protected for whatever the future may bring. JATB's Trust Department can assist you with:

- Estate Administration including Management of real estate, closely-held business and other unique assets
- Living Trusts
- Testamentary Trusts
- Guardianships
- Self-directed IRAs
- Financial Planning including Record-keeping and trust accounting, Oversight of tax preparation and filing and Bill payment
- And much more!

Joint American Trust Bank works closely with each client and their estate attorney and tax advisor to develop and administer trusts. Our goals are to provide financial security, manage assets during one's lifetime, transfer assets to future generations or philanthropic organisations, and reduce estate taxes.

Our Trustee Capacities:

Agent for Trustee
Trustee
Co-trustee
Successor Trustee/Co-trustee

Our Broad Array of Trusts:

Personal Revocable Trusts
Personal Irrevocable Trusts
Charitable Trusts
Foundations and Endowments
Special Needs Trusts
Life Insurance Trusts
IRAs
Asset Protection Trusts
Rabbi Trusts
Land Trusts
Business Escrows

Our Trust Services:

Reliable, tax-efficient management of financial and non-financial trust assets
Unparalleled expertise in unique management including real estate, business interests and mineral, oil and gas interests
Payment of taxes, insurance and personal bills on our clients' behalf
Management and documentation of distributions to trust beneficiaries
Professional record-keeping and reporting to current and remainder beneficiaries
Tax data tracking to prepare for individual, fiduciary and estate tax returns

Yes we may as well do these online. Get a direct connection with us through a Secure Message Center - use any of our contact details.

 

Latest News PLEASE NOTE - Joint American Trust Bank (JATB) Changing Gears

It is imperative that we notify our clients/customers, shareholders/investors that JATB is going through a phase in our polio-review. JATB is still committed to giving the same outstanding service but in a better and clearer manner. Due to this polio-review, JATB may unveil new service designs this would not in any way affect your account status as our client or your financial position as a shareholder or investor.

We apologize for any inconvenience this may cause you and we guarantee this would not affect any financial engagement on the platform. We apologize for posting this now, we only wanted to make sure we are ready for the paradigm shift. For further information, please contact the Joint American Trust Bank Client services team on info@jointatb.com (7am to 5pm PST daily).

Investment Products: Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value
Credit subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.
Copyright © 2018 Joint American Trust Bank. Joint American Trust Bank is authorised by - virtue of her management team - MLOC.
JATB is not a Prime Bank so may not be rated publicly as it is privately held. Private Direct Banks are not required to release internal financial information. JATB models her security standards as stipulated by the OCC. Joint American Trust Bank and the bird logo are our trademarks. NMLS#: 1500292