Trust, Estate & Charitable Accounts
Our professional team at Matisse Capital can help with the investment side of planning—whether it's getting you started, guiding you through the investment process, or putting your plan into action. Trust, Estate & Charitable accounts can help you streamline the process of managing your assets. From consolidating your assets to managing cash flow to cover expenses and pay taxes, Matisse advisors can help you plan for your financial legacy.
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Trust Account
Plan for the future with a Trust Account with Matisse. With many of the same features you'd find in a Brokerage Account, Trust Accounts are a great way to manage estates, protect assets, and grow wealth for your beneficiaries after you pass.
When you open a Trust Account with us, you can:
- Consolidate and manage your assets
- Invest in assets of your choosing
- Make preparations to distribute your assets after your passing
- Get help with titling of stock certificates and accounts
Trust Account Application Checklist
It's helpful to have the following information on hand before you begin:
- Your Social Security number
- Your driver's license number
- Your employer's name and address (if applicable)
- Statement information for funds you may want to transfer
- The contact information, birth date, and Social Security number of each trustee
- Copy of the Trust document, or certificate of Trust
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Estate Account
An Estate Account is designed for executors or court-appointed estate administrators. With Matisse's professional guidance, an Estate Account can help manage and distribute assets from your estate.
An Estate Account with Matisse could help you:
- Facilitate the distribution of your estate's financial assets
- Access cash to pay taxes
- Buy and sell assets
- Consolidate assets
- Value your estate for IRS purposes
- Distribute assets to beneficiaries
- Get help transferring titles to heirs
- Invest in assets of your choice
Estate Account Application Checklist
- The decedent's full name
- The Tax ID number of the estate
- Statement information for funds you may want to transfer
- The decedent's Matisse account number, if transferring from a Matisse account
- Contact information
- Social Security number
- Employer's name and address (if applicable)
Note: Along with your application, you’ll typically need to submit a copy of your letters of testamentary (or letters of administration), certified as currently valid by the court clerk within the past 60 days and bearing the clerk's original signature and seal.
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Charitable Account
A donor-advised fund account can be a simple, tax-smart investment option for some investors. You may use a Charitable account to support the causes that mean the most to you today and to leave a legacy of giving.
With a Charitable Account, you can:
- Realize same-year tax benefits for itemized deductions
- Potentially eliminate taxes on capital gains from appreciated non-cash assets and investment contributions
- Give more to charities by investing in account assets with the potential for tax-free growth
- Give when it meets your charitable goals
- Manage your giving online
- Create a lasting charitable financial legacy
Charitable Account Application Checklist
It's helpful to have the following information on hand before you begin:
- Your Social Security number
- Your employer's name and address (if applicable)
- Your driver's license number
- Statement information for funds you may want to transfer