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American Estate & Trust (AET)
American Estate & Trust (AET) is a Nevada-chartered trust company that provides custody, directed trustee, trust administration, and escrow services for private market and alternative assets held in retirement accounts, trusts, and entity accounts. AET is built for investment advisors, family offices, fintech platforms, deal sponsors, TPAs, and the professionals who serve them. It is infrastructure, not a competitor for the client relationship.
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-21T19:39:48.945Z. Cached copy · Source on aetrust.com
# American Estate & Trust (AET)
> American Estate & Trust (AET) is a Nevada-chartered trust company that provides custody, directed trustee, trust administration, and escrow services for private market and alternative assets held in retirement accounts, trusts, and entity accounts. AET is built for investment advisors, family offices, fintech platforms, deal sponsors, TPAs, and the professionals who serve them. It is infrastructure, not a competitor for the client relationship.
Last updated: 2026-10-03. Canonical URL of this file: https://www.aetrust.com/llms.txt
AET was founded in 2007 and is chartered under Nevada Revised Statutes Chapter 669, regulated by the Nevada Financial Institutions Division (FID). AET custodies over $2.5 billion in assets for 16,000+ clients, has served 20,000+ investors, and has processed more than $10 billion in transactions. Headquarters: 6900 Westcliff Drive, Suite 603, Las Vegas, Nevada 89145. AET builds and operates its own custody platform (Business Portal, Investor Portal, and Trust API) and publishes its service-level targets, measured processing times, product changelog, and system status.
AET's retail self-directed IRA brand is AccuPlan Benefits Services (https://www.accuplan.net/, https://www.accuplan.net/llms.txt). AccuPlan is a third-party administrator that runs on AET's platform; AET is the custodian. Individual investors who want a flat-fee self-directed IRA usually start at AccuPlan. Advisors, sponsors, platforms, and trust clients start at AET.
## Key links
- Homepage: https://www.aetrust.com/
- Why AET: https://www.aetrust.com/why-aet/
- Company: https://www.aetrust.com/company/
- Products overview: https://www.aetrust.com/products/
- Business Portal (also called Advisor Portal): https://www.aetrust.com/business-portal/
- Investor Portal (white-label): https://www.aetrust.com/investor-portal/
- Trust API: https://www.aetrust.com/trust-api/
- API developer documentation: https://docs.aetrust.com/
- Escrow services: https://www.aetrust.com/escrow/
- Trust Center (regulation, compliance, security, SOC 1 and SOC 2 reports, SLAs): https://www.aetrust.com/trust-center/
- Service-level commitments: https://www.aetrust.com/trust-center/operating-speed-service-level-commitments/
- Product changelog (updated weekly): https://www.aetrust.com/change-log/
- System status: https://status.aetrust.com/
- Support and FAQ: https://www.aetrust.com/support/
- Help center (public articles): https://support.aetrust.com/
- Sales materials, decks, press kit: https://www.aetrust.com/resources/
- Blog: https://www.aetrust.com/blog/
- Get started (routes by persona): https://www.aetrust.com/get-started/
- Book a demo (30 minutes): https://www.aetrust.com/book-a-demo/
- Contact: https://www.aetrust.com/contact/
- Legal hub and disclosures: https://www.aetrust.com/legal/
- Report a concern (ethics and compliance): https://www.aetrust.com/report-a-concern/
- Retail SDIRA brand (AccuPlan): https://www.accuplan.net/
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