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Trust Services

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

” My mother needed someone to manage her financial affairs and Old North State Trust was the perfect fit.  They went over and above with sound advice and personal comfort for my mother. She never lost a moments rest worrying about her future.”



Welcome, David Belk and Leslie Moore!

Press Release

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.

Old North State Trust Press Release

ONST Welcomes David Belk and Leslie Moore

October 2018 Investment Newsletter

ONST October 2018 Investment Newsletter by Shea Abernethy

3rd Quarter Recap

3rd Quarter Recap by Shea Abernethy

Divorce and Social Security

Written by Susan Willett   Divorce and Social Security