Our Services
Trust & Estate Planning
Trust and estate planning is at the heart of what Aurion Trust Holdings was built to do. Our name reflects our core purpose — helping clients create structured, legally sound vehicles that protect their wealth, provide for their families, and preserve their legacy for generations to come.
Each client working with our trust team is assigned a dedicated Trust Officer who guides them through the entire process — from initial goal-setting and structure selection through to implementation and ongoing administration.
Revocable Living Trusts
Flexible trust structures that allow you to maintain control of your assets during your lifetime while ensuring seamless transfer to beneficiaries.
Irrevocable Trusts
Permanent structures providing asset protection from creditors, estate tax minimization, and Medicaid planning benefits.
Estate & Inheritance Planning
Comprehensive planning to minimize estate taxes, avoid probate, and ensure your assets are distributed according to your wishes.
Charitable Trusts
Structured giving vehicles including Charitable Remainder Trusts and Donor-Advised Funds for tax-efficient philanthropy.
Dynasty Trusts
Multi-generational trust structures designed to preserve and grow family wealth across multiple generations.
Business Succession Planning
Structured transitions for business owners ensuring continuity, tax efficiency, and fair treatment of all stakeholders.
Begin Your Estate Planning Journey
Speak with one of our certified Trust Officers for a free, no-obligation consultation.
Schedule Consultation