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1031 Exchange Services

Defer your taxable gains using a 1031 Tax Deferred Exchange. We administer all types of 1031 Tax Deferred Exchanges, including Forward, Reverse, Improvement, Zero Equity, and Foreign Property 1031 Exchanges.

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Self-Directed IRA Services

Buy, hold, exchange and sell alternative (non-traditional) investments through Self-Directed IRAs, including Traditional, Roth, SEP, and SIMPLE IRAs and Individual 401(k)s held by Exeter Trust Company as Passive IRA Custodian.

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Title Holding Trust Services

Confidentially and privately negotiate, acquire, hold, exchange, and dispose of real or personal property through a Title Holding Trust (Land Trust) administered by Exeter Trust Company as Directed Trustee.

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Specialty Holding Escrow Services

Hold cash, securities, other assets, documents, or software code in a Holding Trust administered by Exeter Trust Company as Escrow Agent.

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Custody Account Services

Buy, hold, exchange, and sell traditional and alternative (non-traditional) investments through custody accounts held by Exeter Trust Company as a Passive or Directed Custodian.

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