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Custody for Estates, Trusts & Fiduciary Accounts

Trusted custody for life's most challenging moments 

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At AET, we understand the weight of fiduciary responsibility and offer the infrastructure to help you carry it confidently. We offer the custodial framework and administrative flexibility required to support fiduciary oversight, asset control, and compliance.

With almost 2 decades of experience working alongside fiduciaries, estate attorneys, and law firms, we provide custodial support designed specifically for trust-owned accounts and estate-related scenarios. Whether you’re navigating probate, managing a beneficiary rollover, or holding assets in a trust entity, AET gives you the tools, service, and flexibility to do it right.

  1. $2B+ in assets under custody
  2. White-glove support from experts familiar with estate structures
  3. Trusted by legal professionals for oversight and compliance

Why Trust AET? 

Built for Attorneys, Trustees & Fiduciaries

Built for Attorneys, Trustees & Fiduciaries

Co-signature rules, disbursement workflows, and real-time account access—everything you need to safeguard your role and your client.

Support for Complex Entities

Support for Complex Entities

Whether you’re managing a trust-owned IRA, a multi-member LLC, or a real estate holding inside a retirement account—we can custody it, track it, and report it properly.

Private Assets Welcome

Private Assets Welcome

Custody for alternative assets like private equity, notes, real estate, and direct investments— all integrated with retirement or fiduciary plans.

Tax & Compliance Done For You

Tax & Compliance Done For You

RMD tracking, 1099s, and estate-related compliance handled by experts.

Support for Trust- Owned and Inherited Accounts 

Whether you’re administering an inherited IRA, handling private assets held in trust, or navigating post-death distributions, AET provides:

Entity Support: Custody for trust-owned IRAs, estate accounts, and multi-party LLCs

Flexible Authority Controls: Assign view, control, or disbursement rights to attorneys, trustees, or beneficiaries

Private Asset Capabilities: Custody for real estate, private funds, notes, and direct investments

Tax & Compliance Handling: RMD tracking, 1099 issuance, and estate-related reporting

Built for Attorneys, Trustees & Fiduciaries

Your role requires clarity, documentation, and control. That’s why AET enables:

Named fiduciary or legal counsel on the account 
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Co-signature workflows and disbursement rules 
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Real-time account visibility across multiple parties 
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Historical reporting and full audit trails
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Common Scenarios We Support

  • Inherited IRA with trust as beneficiary
  • Real estate held in trust-owned retirement accounts
  • Estate distributions to beneficiaries 
  • Multi-member LLC owned by an estate or trust

Talk to Us About Fiduciary-Ready Custody

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We work closely with law firms, fiduciaries, and families to ensure asset continuity, legal compliance, and long-term clarity across trust-owned accounts.

Next Step

Schedule a demo.

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