For Partners

Relationships Rule: Keep the Business You’ve Earned by Referring Clients to Us.

Mission, Tucson’s only independent trust company, offers personalized investment management and trust administration services.

Why Choose Us?

  • Retain your clients: Mission relies on you, the professional, for legal and tax advice.
  • Flexible service and attention: We adapt to clients’ needs, not the other way around. No 800 numbers or call centers.
  • Individual attention to each portfolio: No mutual funds or common trust funds.

We appreciate your referrals and encourage your questions. Include Mission in your client’s estate plan.

Free Continuing Education

The Latest Estate Planning Developments by Teleconference

Join us for complimentary CE courses hosted by Mission and provided by Cannon Financial Institute or the American Bankers Association. Mission selects courses in trust and estate taxation, fiduciary duties, conflict management and the newest case and state law developments to accommodate busy practitioners.

View our current CE calendar for more information. R.S.V.P. to info@missiontrust.com or (520) 577-5559. Reservation required and space is limited.  Open to Southern Arizona estate planning and tax practitioners.

We Think Outside of the Box

Small, Independent Trust Company with Big, Original Ideas

Flexibility allows us to do things differently from our competitors. Practitioners praise our customized solutions and ability to service clients in ways other corporate trustees cannot.

Limited Power of Attorney for IRAs

This proprietary product enables Mission to serve as an agent under a limited power of attorney, authorizing us to make decisions about your client’s IRA investments and process RMDs. This service complements our successor trustee role for clients who have small trusts, but significant IRA assets.

Special or Hard-to-Value Assets

Our team understands that each trust is different. We navigate the unique fiduciary and practical challenges inherent in administering trusts with non-traditional and hard-to-value assets. We manage or have managed trusts, estates and IRAs with:

  • Notes, loans and mortgages
  • Real estate, including commercial, residential and vacant lots
  • Farm property
  • Business entities, such as LLCs or partnerships
  • Mineral, oil and gas rights
  • Collectible art, furniture and jewelry
  • Copyrights

Trust Language Required and Acceptance of Appointment

Other institutions require specific language for your client’s trust document. Mission believes that you know your client best and trusts you to draft estate planning documents to meet your client’s objectives. All we ask is that you get our name right: Mission Management & Trust Co. While we greatly appreciate copies of the completed estate plan, we also understand your client’s preference for privacy.

We don’t take months to determine whether we will accept an appointment. We know that time is of the essence and families are waiting to move forward with their loved one’s estate or trust. Documents required to help us make our decision include trust document and any amendments, will and any codicils, and three years of tax returns and financial statements.

Transparent Pricing with Competitive Minimum Annual Fees

Our fiduciary fees are based primarily on a fixed percentage of the assets under management in an account. We offer fair fee schedules with competitive minimum annual fees for clients with:

  • Revocable or irrevocable trusts of over $500,000 in assets
  • Special needs trusts of over $500,000 in assets
  • IRAs (including traditional, Roth, Simple or SEP) with over $500,000 in assets
  • Estates of over $200,000 in assets

Contact us to learn more.

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