Revocable and Irrevocable Trusts

Serving Clients Since 2005

Revocable and Irrevocable Trusts Administered with Nevada Fiduciary Care

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Trust Administration Built Around Your Wealth, Wishes, and Family

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Preserve Your Intent

We administer your trust with care, consistency, discretion, and in accordance with your wishes as outlined in the terms of the trust.

support your plans

Support Your Estate Plan

A well-administered revocable trust or irrevocable trust can help protect the structure your advisors have created.

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Create Fiduciary Continuity

A professional trustee can provide steady oversight when family members should not carry the role alone.

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Plan for Smooth Transitions

As trustee of your revocable or irrevocable trust we ensure that our role is fulfilled in an organized manner and we are prepared for a shift in responsibilities, a change in family needs, or a change in demands of the trust.

Your Trust Should Work When Your Family Needs It Most

Your trust requires proper fiduciary administration to ensure your wishes are met through all life changes. We manage the trust as you have outlined, coordinate with advisors, and administer revocable and irrevocable trusts with Nevada fiduciary care.

Revocable and Irrevocable Trust Services May Be Right For You If:

Why Families Choose Alliance Trust Company for Revocable and Irrevocable Trusts

A trust should give your family structure, continuity, and confidence when decisions need to be made. At Alliance Trust Company, we bring Nevada fiduciary discipline, personal attention, and advisor-friendly coordination to revocable and irrevocable trusts

Nevada-Based Fiduciary Administration

Our team is based in Reno, giving you a professional trustee located in one of the country’s most respected trust jurisdictions.

Support for Complex Estate Plans

Your estate plan may include family wealth, closely held assets, real estate, charitable intentions, tax planning, and multiple generations. We help carry out the administration with clarity and care.

Personal Service Without Institutional Distance

You work with a responsive team that takes time to understand your trust, your family, your advisors, and the intent behind the plan.

Advisor-Friendly Coordination

We coordinate with attorneys, CPAs, financial advisors, family offices, and other professionals so trust administration remains aligned with your broader trust and estate goals.

A Fiduciary Team That Understands How Trusts Change Over Time

As trusts transition from Revocable to Irrevocable, we manage the transition with Nevada fiduciary experience and personal attention while ensuring the beneficiaries interests are top of mind.

With us, your trust is not passed to a distant department. It is administered by people who understand what the trust is meant to protect.

What Makes Alliance Different

What Experienced Administration Provides for a Revocable or an Irrevocable Trust

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A trust is a legal arrangement where a grantor places assets with a trustee for their chosen beneficiary or beneficiaries. A revocable trust, often referred to as a living trust, generally allows the grantor to make changes to the trust, revoke the trust and retain control during their lifetime or until a specific event occurs. An Irrevocable trust generally does not allow changes to the terms of the trust and the trustee of an irrevocable trust controls distributions of assets per the terms of the trust to all beneficiaries whether they be family members or charities while ensuring federal tax requirements are met timely and accurately.

Alliance Trust Company Provides:

Professional trustee or successor trustee service

Administration of revocable trust assets

Administration of assets in an irrevocable trust

Distribution coordination for each beneficiary

Recordkeeping and fiduciary documentation

Coordination with legal, tax, and financial advisors

Management of the transition of a revocable trust to an irrevocable trust after the grantor’s disability or death

Administration aligned with the terms of the trust

Your attorney designs the legal structure. We help administer the trust with discipline, discretion, and personal attention.

Do Not Leave Complex Trustee Duties to Family Alone

A family member may struggle to manage the trust, keep records, coordinate advisors, address income tax or final tax returns, review distributions, and respond to each beneficiary. We provide an impartial Nevada fiduciary team responsible for administering trust assets with less family pressure and greater continuity.

Alliance Trust Company Provides:

Professional Trust Administration Without Replacing Your Advisor

Some trust companies require assets in the trust to move to their own investment platform. We offer a different approach.

With our non-custodial and advisor-friendly model, we are able to serve as trustee while your existing financial advisor continues managing trust assets in collaboration with our team

Non-Custodial Trustee Service

You do not have to choose between professional trust administration and the advisor relationship you already trust.

A Coordinated Approach

We work with your attorney, CPA, financial advisor, and other professionals so administration stays aligned with your broader estate planning needs.

Focused on Fiduciary Administration

Our role is to administer the trust. Your advisory team can remain involved when appropriate.

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For Families With Complex Trust and Estate Needs

Revocable and irrevocable trusts often connect with broader planning needs. These related services help families coordinate fiduciary roles, trust administration, asset protection, and long-term wealth planning.

A Clear Path to Working With Alliance Trust Company

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Call Our Team

Tell us about your trust, your family, and what you want the administration to accomplish.

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Share the Trust Details

We review the trust document, assets of the trust, advisor relationships, fiduciary role, and administration needs.

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Discuss the Best Fit

Our team helps determine whether we are the appropriate trust administration partner for your situation.

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Move Forward With Confidence

When the engagement is a fit, we move administration forward with clarity, care, and steady communication.

More Personal Than a Large Institution

You work with a responsive team that understands your trust, your advisors, and the people your plan is meant to support.

More Focused Than a Bank Trust Department

We focus on trust administration, fiduciary service, and careful coordination instead of treating your trust as one account among many.

More Continuity Than an Individual Trustee

An individual trustee may become unavailable, overwhelmed, or unsure how to handle complex duties. We provide professional continuity.

More Flexible Than Custodial-Only Trustee Models

Our non-custodial approach allows your trusted financial advisor to remain involved with investment management of the assets in the trust unless the trust prohibits that involvement.

A More Personal Alternative to Large Institutional Trustees

High-net-worth families often want professional fiduciary administration that feels responsive, steady, and personal. We provide experienced trust administration without the distance of a large institution.

Trusted by Families and the Professionals Who Serve Them

Families and advisors choose Alliance Trust Company because they want responsive service, technical knowledge, and a fiduciary partner who takes the work personally.

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Clear and Knowledgeable

“Alliance Trust Company always provides clear and knowledgeable financial guidance. The people that work there truly set their company apart.”
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The utmost professionalism

“Their entire team consistently demonstrates honesty, responsiveness, and the utmost professionalism.”

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Trustworthy and friendly

“The team was trustworthy and friendly, and they explained everything in an easy-to-understand way.”

Revocable and Irrevocable Trusts FAQs

The difference between revocable and irrevocable trust planning often comes down to control, flexibility, tax treatment, creditor considerations, and how the trust is administered.

Yes. A properly funded living trust can help assets pass outside the public probate process, depending on the assets and how they are titled.

Yes. A revocable trust can be changed by the grantor during life when the trust terms allow. The grantor may also be able to revoke the trust at any time while living and competent.

A revocable trust often becomes irrevocable after the death of the grantor, depending on the trust document.

Yes. When properly drafted, funded, and administered, an irrevocable trust can support estate tax and federal estate planning. Whether assets remain subject to estate tax depends on the trust terms and planning structure. Your tax advisor and your attorney should be consulted regarding tax matters. 

Often, yes. Your attorney should address this concern as they work with you on your estate plan.

When properly structured, assets placed in an irrevocable trust may be removed from the grantor’s taxable estate. Planning around the estate tax exemption should be coordinated with legal and tax advisors.

Some irrevocable trusts provide protection from certain creditor claims when properly structured and administered. The result depends on the trust terms, funding, jurisdiction, and applicable law.

We can help administer several different types of trusts, including asset protection trusts, dynasty trusts, charitable trusts, special needs trusts, and other irrevocable structures when the engagement fits our fiduciary role.

The type of trust you choose should reflect your goals for control, privacy, taxes, family protection, and long-term administration. The key differences between revocable and irrevocable planning should be reviewed with your attorney and tax advisor.

Speak With Alliance Trust Company About Revocable and Irrevocable Trusts

Your trust deserves careful administration, clear communication, and a fiduciary team that understands what your wealth is meant to protect.

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Mission Statement

Our mission is to protect, grow, and preserve family wealth through expert fiduciary service, deep technical knowledge, and a personal high-touch approach, always committed to being of service to our clients and our community.