Trust Services

We pride ourselves on our ability to offer independent corporate Trustee services. With over fifty years of experience in trust and estate administration.

Investment, Trust and Estate Services

Trust Services
Trust Services

At Old North State Trust, our professional staff has over 250 years of combined experience, giving us knowledge and resources needed to handle all aspects of the important, personal matters which may arise with compassion and complete confidentiality.

Estate Settlement
Estate Settlement

Serving as executor of an estate is often complex and time consuming. Many of the matters are too sensitive for a grieving family member or relative to be burdened with. We will take the burden and responsibility from our client’s family by guiding and counseling them through this difficult period in their lives.

Asset Management
Asset Management

At Old North State Trust, we believe that asset management is an integral part of our client’s overall financial well-being, and we are committed to managing our client’s accounts with great attention to detail and the utmost respect for their financial goals.

Tax Consulting
Tax Consulting

Old North State Trust, LLC began providing tax-consulting services to complement its other successful service lines including asset management and qualified plan administration. We provide family-owned and closely- held businesses with an “all inclusive” approach to financial services that fully addresses the unique needs of each customer.

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Our Philosophy

Old North State Trust brings distinction in objectivity and expertise to fee-based services with an intense focus on quality customer service. Trustworthiness is the cornerstone around which we have built our company. This is the one characteristic of our business philosophy that has been emphasized from the beginning, and about which one hears most often. In addition, honesty, integrity, and fairness characterize our service and dedication in meeting the financial goals of our clients.

News and Publications

Old North State Trust publishes a monthly newsletter in conjunction with Broadridge Forefield as a service to clients and friends. The information contained in these publications is intended to provide general information about issues related to trust, investment, and estate related topics. Readers should be aware that the facts may vary depending upon individual circumstances. The information contained in these publications is intended solely for informational purposes, is proprietary to ONST and is not guaranteed to be accurate, complete or timely.

What Retirees Need to Know

What do you expect when you retire? Will you be traveling around the world because you saved well before retirement or will you be the one fearing living in...

Assets Not Easily Converted to Cash? Life Insurance Trust Can Help

One of the toughest problems we face in designing trusts for our clients is an estate that can’t be easily liquidated without incurring sizable losses. One excellent solution is...

Use Your Will to Specify How to Handle Debts

When most of us think about writing a will, it’s our assets we have in mind, and which of our survivors will get what. But sometimes an estate must...

Trusted IRA’s

Your retirement plan, aka IRA, will become one of the most valuable investments that you will make in your lifetime for your retirement. We work hard, save all our...