Services
Click through the dropdown sections below to learn more about the services offered by Wyoming Trust Advisors.
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As an independent trust protector, we provide oversight to ensure a trust continues to reflect the intentions of its creator. Our powers include amending provisions to reflect legal changes, appointing or removing trustees, resolving disputes and approving key fiduciary decisions. This role adds long-term stability and adaptability to modern trust structures.
An Estate Planning attorney licensed to practice in Wyoming will create the trust documents. WTA will work with you and your attorney to ensure the best possible trust structure.
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We offer independent guidance on private placement life insurance (PPLI) and private placement variable annuities, helping clients evaluate carriers, structure policies, integrate them within trusts and maintain proper investment oversight. Our consulting ensures PPLI strategies remain compliant, efficient and aligned with broader estate and wealth‑planning goals.
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We act as a local Wyoming representative for families and advisers located out of state, facilitating bank relationships, account setup, document execution and communication with trust companies and legal professionals.
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We provide independent management for Wyoming LLCs commonly used for asset protection and trust‑related holding structures. Our services include governance, compliance, record maintenance and coordination with legal and tax advisers.
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We serve as a local board member for Private Trust Companies.
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We provide personalized financial planning to help clients align their long‑term goals with clear, strategic wealth‑management guidance.
Transparent & Client‑Focused Fee Structure
At Wyoming Trust Advisors, we believe trust administration should be clear. Our fee structure is designed to be straightforward, transparent and adaptable to your needs. Even better, with WTA, your first call is always free of charge.
Flat Annual Fee
Your engagement begins with a simple flat rate that covers the first 10 hours of service each year, providing a clear baseline with no surprises.
Hourly Billing Beyond 10 Hours
If your trust requires additional support, we offer a standard hourly rate for work exceeding the initial 10 hours.
Flexible, Customized Arrangements
Every trust is unique. When circumstances warrant, we offer flexible, negotiated fee options tailored to your specific situation.