525920 Trusts, Estates, and Agency Accounts

This industry comprises legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement.

Illustrative Examples:

Bankruptcy estates
Private estates (i.e., administering on behalf of beneficiaries)
Personal investment trusts
Testamentary trusts


Cross-References. Establishments primarily engaged in--
  • Managing portfolios of trusts--are classified in Industry 523920, Portfolio Management;
  • Administering personal estates--are classified in U.S. Industry 523991, Trust, Fiduciary, and Custody Activities; and
  • Operating businesses of trusts and bankruptcy estates--are classified according to the kind of business operated.
2007
NAICS
  2012
NAICS
  2017
NAICS
  Corresponding Index
Entries
525920 525920 525920  Bankruptcy estates
525920 525920 525920  Personal estates (i.e., managing assets)
525920 525920 525920  Personal investment trusts
525920 525920 525920  Personal trusts
525920 525920 525920  Private estates (i.e., administering on behalf of beneficiaries)
525920 525920 525920  Settlement trust funds
525920 525920 525920  Testamentary trusts
525920 525920 525920  Trusts, estates, and agency accounts