Trusts & Estates
The Good Faith Trustee: Removing a Barrier to Client’s Wishes
By carefully drafting the trust, we can give our clients the results they actually expect. They want a tool that gives them control over future events. It is the client’s control, not the beneficiary’s that matters. A simple start is for the estate planner to add into the trust document, or as a side letter to the trustee, a more detailed discussion about the client’s goals and concerns. Whether that detail is mandatory or precatory in nature will depend on the situation. By simply adding these provisions, the client will see them in writing and have a chance to agree or make changes.
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2022 Estate Planning Awareness Week - Free Marketing Package
This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.Learn More
Cryptocurrency and Estate Planning
Download the sample trustee manual to see how Wealth Tracx can help introduce trustees to the trust administration process.Learn More