Trust Distribution Requests – Now Digital

Asking for money from a corporate trustee usually becomes an unhappy experience. It does not have to be. Everybody has stories about these situations. These trust distribution requests usually become complicated by corporate trustees. It does not have to happen. Why does it happen? This question goes back 400 years. It starts with a trustee’s job of protecting the trust assets. And stodgy belief that paper only processes always yield better client results than balancing digital and paper. Corporate trustees love paper and all things manual. We decided to push the trust industry into the digital age. (more…)

Deciding Trust Distribution: Goals, Priorities & Purpose

Thinking ahead about the type and quantity of a trust distribution your trustee will disburse to your beneficiaries is the first important step. Having some plan is better than having no plan, and heavy tax burdens and lackluster heirs further complicate the game plan.

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