HERITAGE | RELATIONSHIPS | SOLUTIONS

 

 

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.

PANDEMIC RESPONSE FROM ONST

“Your family certainly achieved that goal of creating a client-centered culture at ONST. I taught school 44 years, and worked two jobs for 20 of those years. Perhaps I am one of the people your family had in mind to help when they began Old North State Trust. I am very thankful for my relationship with ONST.”

-Bonnie

 

“Old North State Trust separates itself with service in every aspect of relationship management. There are many great local financial firms, however I don’t know anyone that offers a trust officer you can reach locally anytime the need for help arises. Old North State Trust has a state wide presence and a team that will travel when needed to meet face-to-face with clients as a routine practice even if a client does not live in the immediate local proximity to one of its many offices.”

-Attorney- Kevin

 

” 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.”

-Sallie 

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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.

Don’t Panic: Rules Have Eased on Drawing Cash from Retirement Funds

We have heard it so often; it’s become a cliché. Whether it’s a hurricane on the horizon, a global pandemic, or a meltdown in the markets, the experts always...

Trustees Can Face Tricky Technical and Personal Challenges

Among the many demands of managing a trust, some new and daunting problems are posing fresh challenges to trustees. It’s always been true that trustees have to put their...

Breaking Up is Hard to Do; Attention to Estate Planning Makes it Easier

Careful estate planning is inextricably linked to family relationships, and marriage comes first among those. That’s why it’s essential to be thinking about your estate plan if you’re involved...

Tax Filing and RMD Updates

Federal Tax Filing and IRA Contribution Deadline Extended On March 20, Treasury Secretary Steven Mnuchin announced the tax-filing deadline for 2019 federal income tax returns has beenextended from April...