Dorsey & Whitney Trust Company

- 600 Anton Blvd, Costa Mesa, CA 92626

In the complex world of wealth management, trust administration, and estate planning, having a reliable and professional partner is crucial for peace of mind. For individuals and families across California, and particularly in the Orange County region, Dorsey & Whitney Trust Company stands as a trusted resource. As a full-service trust company, it provides a comprehensive suite of fiduciary services designed to manage and protect assets for future generations. The company is a wholly-owned subsidiary of the international law firm Dorsey & Whitney LLP, an entity with over a century of history in providing trusted legal counsel. This connection to a distinguished law firm offers a unique advantage, providing clients with an integrated approach that combines expert legal advice with professional trust administration.

The mission of Dorsey & Whitney Trust Company is clear: to provide clients with personalized fiduciary administration and wealth management services of unsurpassed quality. This commitment is reflected in the positive feedback from clients who describe the people as "very nice" and "100%" recommend the service. While the company's roots are in South Dakota, its presence and services extend to selected other states, including California, where it serves as a valuable resource for locals. The firm's expertise is grounded in a deep understanding of fiduciary law, ensuring that clients' assets are managed efficiently and in accordance with their wishes and all legal requirements.

Dorsey & Whitney Trust Company goes beyond simply managing assets. It acts as a dedicated partner, helping clients plan for and administer the efficient transfer of assets to spouses, children, and charities. This involves a meticulous approach to detail and a commitment to understanding each client's unique objectives. Whether you are a high-net-worth individual, a business owner, or a multigenerational family, the company is equipped to help you achieve your business, financial, and family goals with clarity and efficiency. The company works with independent investment firms and advisors, providing objective oversight to achieve the best possible outcomes for its clients.

Location and Accessibility

The Costa Mesa office of Dorsey & Whitney Trust Company is located at 600 Anton Blvd, Costa Mesa, CA 92626, USA. This central Orange County location makes it a convenient and professional destination for clients throughout Southern California, including those in Irvine, Newport Beach, and Santa Ana. The firm understands the importance of providing an inclusive and welcoming environment for all clients, particularly when discussing sensitive financial matters. As such, the facilities are fully equipped with accessibility features. These include a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. This dedication to physical accessibility ensures that every client, regardless of their mobility, can comfortably and safely visit the office to discuss their trust and estate needs.

The ease of access to the office helps to remove potential barriers, making it less stressful for clients to take the necessary steps to secure their financial future. This thoughtful consideration of client needs is a core part of the company's service philosophy and demonstrates its commitment to providing a supportive and professional experience from the moment you arrive.

Services Offered

Dorsey & Whitney Trust Company provides a wide array of specialized services related to trust and estate administration. These include:

• Trust Administration: Administering and managing both revocable and irrevocable trusts for individuals, families, and charitable organizations.
• Estate Administration: Acting as a personal representative in decedents' estates, as well as a court-appointed guardian or conservator.
• Asset Custody and Transaction Processing: Providing custodial services with state-of-the-art technology to process and manage assets efficiently.
• Accounting and Reporting: Producing periodic and real-time statements of account, providing full transparency on account holdings and activity.
• Investment Oversight: Monitoring and assessing the performance of outside investment advisors to ensure optimal outcomes for clients.
• Tax Compliance: Preparing all tax returns for trusts and estates and assisting with individual income tax preparation.
• Philanthropic Services: Processing grants and distributions from family foundations and charitable trusts and handling tax compliance for these entities.
• Family Financial Maintenance: Assisting clients with personal and household financial accounts, bill payment, and coordination of asset sales.

Features / Highlights

• Wheelchair-accessible facilities: The office is equipped with a wheelchair-accessible car park, entrance, and toilet, ensuring all clients can be accommodated.
• Amenities: A clean and accessible toilet is available for client use, contributing to a comfortable and professional environment.
• Appointments recommended: To ensure each client receives the focused and personalized attention they deserve, it is highly recommended to schedule an appointment. This allows the team to prepare thoroughly for each meeting and provide the highest level of service.

Contact Information

To learn more or to schedule an appointment, you can reach Dorsey & Whitney Trust Company through the following contact details:

Address: 600 Anton Blvd, Costa Mesa, CA 92626, USA

Phone: (714) 800-1400

Mobile Phone: +1 714-800-1400

What is worth choosing

When it comes to managing substantial assets and planning for the future, the choice of a trust company is one of the most important decisions you will make. Dorsey & Whitney Trust Company is a truly worthwhile choice for Californians due to its unique combination of legal expertise and fiduciary professionalism. As a direct outgrowth of a renowned international law firm, the company offers a level of insight and legal knowledge that few trust companies can match. This means you can benefit from a coordinated and seamless delivery of both legal and financial services. The company's commitment to personalized service is evident in its mission to provide "unsuppressed quality," which is further affirmed by client testimonials that praise the kindness and professionalism of the staff.

The firm's transparent and objective approach to investment oversight, where they work with independent advisors rather than selling their own products, builds a high level of trust with clients. The accessibility of the Costa Mesa office, with its wheelchair-friendly facilities, ensures that the firm is available to all members of the community. By recommending appointments, the company ensures that every client receives dedicated and uninterrupted attention, allowing for a thorough and strategic discussion of their specific needs. For anyone in the Costa Mesa area and beyond seeking expert, compassionate, and integrated solutions for trust and estate administration, Dorsey & Whitney Trust Company provides a professional and highly recommended service.

Dorsey & Whitney Trust Company

600 Anton Blvd, Costa Mesa, CA 92626, USA