Trust solutions

A better back office means
better beneficiary outcomes

OUR SUITE OF Services INCLUDE:

  • Automated disbursement fulfillments
  • Trust and sub-accounting software
  • Paperless documentation and customizable reports
  • Investment management with 1:1 advising and multiple investing options for beneficiaries
  • Beneficiary portal
  • Integrated True Link Cards

OUR SUITE OF Services INCLUDE:

  • Automated disbursement fulfillments
  • Trust and sub-accounting software
  • Paperless documentation and customizable reports
  • Investment management with 1:1 advising and multiple investing options for beneficiaries
  • Beneficiary portal
  • Integrated True Link Cards

CONTACT US FOR A FREE LIVE DEMO

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For all other trust solutions inquiries, please call us at 866-984-8576 or click the Contact us button to send us an email.

Contact us

WHAT TRUST MEANS TO TRUE LINK

A service we’re proud to share with family and friends.

True Link is the leader of a new generation of ethical financial services firms. We built this company because we needed our services for our own families and didn’t trust the options out there. Now we’re here to be a reliable partner to you and your family.

Using an objective approach to ensure an effective solution.

We believe strongly in using technology to develop the most effective solution for your financial needs in retirement. We use an objective, data-driven approach to ensure you get information that’s reliable – not biased or swayed by uninformed opinions.

Prioritizing transparency and clarity.

We know that complexity can get in the way of transparency and understanding. That’s why we’ve worked hard to translate our approach into clear language and to provide you with an online tool that is easy-to-use but not dumbed-down.

Hiring advisors with real values.

At True Link, we believe that a financial advisor who relies on expensive fad products or makes decisions based on ego or intuition just isn’t good enough. The qualities we value are a little different – accountability, honesty, and intelligence with humility.

We don’t pay commissions, ever.

Our advisors never receive commissions for the services they provide or products they offer. Our goal is to align values and incentives – it just makes sense.

Our favorite standard is the fiduciary standard.

The Department of Labor recently issued a rule requiring retirement investment advisors to “put their clients' best interest before their own profits.” This may be new for some, but not True Link. The fiduciary standard is at the core of who we are and what we do.

No hidden costs – only one fee.

With True Link, there are no transaction, account, or annual fees. We charge one simple management fee when you work with our team to implement your plan, and it’s significantly lower than what most traditional financial advisors charge.