Choose a Corporate Trustee PC1322-Digital

ESTATE PLANNING

CORPORATE TRUSTEE

that is serving you? Do they specialize in the areas of trust management most relevant to your family’s needs? CUSTOMIZATION Will the corporate trustee take the time to get to know you and your family, and create an individualized investment plan to help you reach your goals instead of taking a cookie-cutter approach? CLARITY Does this company have a defined investment strategy? Are you comfortable with it? Are statements and investment performance reports clear and concise? Do you understand how fees are charged, and are you comfortable with the method? ACCESSIBILITY Will you have a local team? Are they responsive when you reach out to them? PROACTIVE COMMUNICATION Will the corporate trustee bring new ideas and opportunities to your attention?

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