Advocates Trust Mission

Advocates Trust promise is to help attorneys and their clients achieve their goals through a personalized, flexible trust administration platform and attorney member organization.


Advocates Trust Service's Core Values:

  • We hold ourselves to the highest fiduciary and ethical standards.
  • We place the trust creators’ and beneficiaries’ interests before our own.
  • We do not use proprietary investment products.
  • We continuously challenge ourselves to provide the highest possible levels of service.
  • We strive to execute our responsibilities effectively and efficiently.
  • We maintain a collegial workplace characterized by direct, honest, and appropriate communication.
  • We embrace diversity and individuality.
  • We work collaboratively to achieve our common mission.