Advisors and their clients have so many tasks or goals competing for their attention. Not every one of those tasks or goals come around on a daily basis. Some are emergency situations and others come from left field.
Imagine this: Your spouse or closest friend has just passed away; a very sad scenario. To make things more complicated you have been named as the individual trustee for a bunch of trusts. What does this mean, and what do you do next?
When someone needs to hire a new trustee it can be a daunting task. We make hiring a new trustee,and transferring the trust easy and efficient. The first step starts with a quick call to help us understand your need. Then review the trust and get moving.