Services

When you have an account with Securet you can expect comprehensive trustee and trust administration services. We strive to provide our beneficiaries with access to funds that they need. Our trust disbursement process is easy to comprehend for clients with disabilities, their families and caregivers. Our service fees are competitive and reasonable.  Basic service is included with your establishment and administration fees. 

After you have signed the Grantor Adoption Agreement, been accepted into the Trust and once your Trust account is funded you can expect a Welcome Packet with information about how to access your Trust account and any applicable forms and trust guidelines. 

Account statements are mailed each calendar quarter.  Statements show year-to-date activity including deposits, earnings, distributions and fees.