Announcement

Collapse
No announcement yet.

Fee For Service Trust Department/Practice

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Fee For Service Trust Department/Practice

    Creating/revising new trust/will documents. The trust department associated with my bank (previously named) operates on an AUM fee. I wanted to inquire about any recommendations or experiences with a fee for service trust department/practice. I suppose we do need to name a trust company in our documents, so I wanted to inquire about a fee for service recommendation. I was not able to find anything in the archives on a quick search. Thanks in advance.

  • #2
    Correction, I thought I was posting this question in the estate planning section.

    Comment

    Working...
    X