The Trusted Adviser
August-September 2016 | Volume 9 · Number 8

ATG Trust — An Introspective

Meeting Our Mission of Service

Kathryn Van Eeuwen photoIt's hard to believe that I've already been here at ATG Trust for more than a year.

During that time I've had the privilege to get to know a dedicated staff, loyal attorneys and their clients, and many other business partners. Together we've taken a close look at the services, philosophy, and culture at ATG Trust. We're doing a lot of things right, and like most companies, we face a few challenges. We look forward to building on the foundation that began in 1998 with an updated mission to provide flexible, collaborative, and service-oriented trust and estate administration to attorneys and their clients.

Core Services

We recognize that each individual and family has different trust and estate needs. As such we seek to find creative solutions to meet each client's particular situation. Click the links below to learn more about our services:

We offer one-page flyers on most of the services listed above; access them online (see Resources for Advisors) and pass them along to clients.

Team-Based Approach

Our staff works with our client's attorney or other advisor to ensure each client's estate plan is carried out in the most effective and efficient manner possible. Meet our officers.

Dedicated Personal Service

ATG Trust provides a dedicated relationship manager who knows and understands each client's particular needs. Whether in-person or by phone or email, our relationship managers are committed to providing clients with thoughtful, personalized service. We believe that accounts of every size deserve to the same individualized service by a dedicated team of experienced professionals.

Resources for Advisors

We offer a wealth of information for attorneys, advisors, and clients. Visit the Resource Center of our website for details on many of our services, forms libraries, and fee schedules, as well as service flyers under Client Information. Some of the content is password protected, but you'll be able to get a sense of what we offer.

While you're in the neighborhood, take a look at our Advisor News for weekly, monthly, and quarterly financial market updates, critical and timely articles that relate to our core services, and information about our continuing legal education seminars, such as our upcoming October 12 program, Special Needs Trusts – Key Elements of Successful Planning.

Get Involved

As an independent trust company, we are well positioned to adapt to the ever-changing needs within the estate planning community. Our staff and the attorneys and advisors we work with are all focused on a common goal: Protecting clients. If your law practice includes estate planning, we want to get to know you. Contact me for more information about how we can work together.

Kathryn Van Eeuwen
President and Chief Executive Officer

[Last update: 9-28-16]

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