David Hill

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  • Wire instructions and mailing information for American Estate & Trust

    Use the following information to send funds to American Estate & Trust via wire, or check.   Check Mailing Address: American Estate & Trust 6900 Westcliff Dr. Ste. 603 Las Vegas, NV 89145 Pay to:...

  • Paying a Vendor Bill

    The following article will help guide you in submitting a Vendor bill for payment thru the "Online Portal".   Make sure to have an invoice/bill, scanned and ready to upload before you start creatin...

  • Investment Documents Instructions

    The following article lists the required documentation to fund various investments, as well as, IRA titling requirements for documents. For each investment type you will need to login to the "Onlin...

  • Closing your account with Assets

    Complete a "WITHDRAWAL FORM" prior to starting your Direction of Investment. Then utilize the instructions below to complete your online DOI withdrawal and attach your document. List all assets and...

  • Transfer In Your Existing IRA (Cash)

    Follow the instructions below to create a Transfer Request, to transfer funds into your account from an existing retirement account elsewhere. Note: You must also complete and sign our "Custodial T...

  • Selling Precious Metals

    Follow the steps below to Create a DOI (Direction of Investment) and attach the supporting documents   1. Log in to the "Online Portal"     2. Click on "Invest (DOI)" tab     3. Click "NEW INVEST...

  • Making a Deposit or Contribution

    Making Deposits or Contributions to your Account increases the Funds Available in your Account for transfers, payments or investments.   Note: Contributions by Check or Wire must also be accompanie...

  • Withdrawing Precious Metals

    Complete and save a Withdrawal form prior to starting your Direction of Investment. Then utilize the instructions below to complete your online DOI withdrawal.   You’ll need to create a DOI (Direct...

  • Taking a Withdrawal, Distribution or RMD

    1. Login to the "Online Portal"     2. Click on the "Withdraw Funds" option and complete all fields:     3. If you already have a Bill Pay in the system you will be prompted to “Specify Vendor” w...

  • Outgoing Transfer To New Custodian

    Important Notes Regarding Transfer Documents: - All transfer request forms must be received within “15 days of YOUR dated wet signature" - All "Scanned Copies" of transfer paperwork must include a ...