First Phone Call
Advisor outlines current trustee problem and sends trust document.
First 48 Hours After
Advisor called back with solution to client's trustee problem.
Next 48 Hours
Trust Officer provides documents to Former Trustee and current beneficiary(s) for signature(s)
Our Company waits on Former Trustee resignation.
Trust Officer introduced to Advisor and new trust account created.
Clients have a trust answer based on solutions, freedom and ease of use.
The process of transferring a trust to a new trustee can be efficiently done. This requires all parties providing the required information in a timely manner. Providing the trust document to the trust company provides the road map of how a corporate trustee and trust location (e.g. situs) can be changed.
The Trust Committee reviews the trust document, Beneficiary details and history, and statement of assets to approve the trust.
Advisors manage money and services the client while our Company answers questions/ finds solutions for distribution request and other accounting and administrative trust work.