One of the first and most important choices each client makes in estate planning is whether to name a family member or professional trustees and other advisors as the fiduciaries for their planning documents.
For example, you may ask yourself: would you rather prefer to have your son / daughter or a trust company officer serve as trustee following the deaths of you and your spouse?
Links to Trust Companies
You may wish to interview more trust officers; here are a few links to professional trust companies:
- www.firstamtrust.com
- www.orangecountytrust.com
- www.trusteepro.com
- www.theprivatetrustcompany.com
- www.cc-advocates.com
- www.summittrust.com
NOTE: The links provided on this site are given for convenience and do not constitute an endorsement or recommendation of any of the companies indicated. You should plan to review the company data for each and to interview representatives prior to selecting an officer or firm for your planning instruments. This firm has done no research to determine the quality or fitness of any of the firms listed and these links should not be considered to be a warrantee of these services offered by any of the firms listed.
DISCLAIMER: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation. Read Disclaimer