Trust Administration Services Agreement

A partial loss of confidentiality can lead to unnecessary misunderstandings and conflicts between friends and family. An agent of the company is committed to protecting personal and financial information. A trust consultant can provide you with expert-friendly information to identify ways to reduce or offset your risks, preserve and increase your wealth and, in the worst case, protect your family. An attorney is independent of all family or friend prejudices that eliminate potential family conflicts and inequality of beneficiaries. Working with Trust Point as an agent offers many advantages, including: agents must comply with evolving legal requirements and trust standards. Agents are legally responsible for the investment and management of a trust with grants and/or beneficiaries. Corporate trustees are well experienced in the legal nuances of a trust and help a Grand Door avoid potential pitfalls. A revoked trust, also called a living trust, is an instrument used to manage your assets during your lifetime and death. You are both the creator and beneficiary of the trust (during your lifetime) and you are often the first agent, although Trust Point, in its role as professional trustee, is also an initial agent.

A revocable position of trust can be changed or revoked. And as in the case of a traditional will, you ensure the transfer of your assets upon your death, either directly to your beneficiaries or with confidence to their advantage. Learn more about our resource page on this topic here there are several trusts out there to choose from. So how do you choose what`s right for you? Some of the factors that help you determine whether you need to create a trust are the extent of your wealth, the risks to your wealth, to whom you will bequeath an inheritance, and the needs of your heirs or beneficiaries. To develop a long-term plan, please contact Trust Point`s experienced team. We will implement your options to ensure that your goals are met. For more information on trusts, you can find trusts here that can be complicated and difficult. Trust Point has successfully met the responsibilities and challenges of the agent role for many years and makes clients feel comfortable because they know they are working with a trusted consultant with an excellent reputation.

Get started

If you want to get a free consultation without any obligations, fill in the form below and we'll get in touch with you.
[contact-form-7 404 "Not Found"]