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Latest from the blogSuccessor Trustees – Are Your Employees Ready?
A successor trustee walks in to one of your branches or calls your service center. Maybe they’re an existing customer. Maybe they chose your bank because that’s where their recently deceased parent has his or her accounts. Either way, this is a terrific opportunity… and chances are high your employees aren’t ready for it. As […]Trust Cert Form – Info for Internal Use
FREEBIE! This document covers some basics about living trust accounts. It’s in Word, ready for your changes: Be sure to add where people can find the form, as well as the instructions for customers. Those spots are highlighted in yellow. The footer shows how to contact me for customizing. You may want to delete that. […]Trust Cert form – Instructions for Customers
FREEBIE! This document is in Word, ready for your changes: The footer shows how to contact me for customizing. You should probably delete that. The instructions tell customers how to complete the Certification of Trust form, as well as provides information many people need–especially successor trustees. These instructions of course go with the form itself. […]