Corporate Trustee for living trust

[UDRider]

I am setting up a revokable living trust for myself. As a backup executor I want to go with corporate trustee. Anyone had experience with that by any chance?

 

[littlebeast]

no direct experience, but our financial advisor firm (managing our personal finances) offers that service, and i think most do. if it follows their usual process, they interview you to understand your objectives and then develop a strategy for you to approve, and execute from there (they manage all of the paperwork).

 

[budman]

I have one but I ain’t dead yet so not experience if they are good or bad. PM if you want the name.

 

[UDRider]

no direct experience, but our financial advisor firm (managing our personal finances) offers that service, and i think most do. if it follows their usual process, they interview you to understand your objectives and then develop a strategy for you to approve, and execute from there (they manage all of the paperwork).

I asked mine about it also. Waiting for reply. I am hesitant to go with their service because I am not sure I'll continue service with financial advisor part of it.

I have one but I ain’t dead yet so not experience if they are good or bad. PM if you want the name.

thx, pm incoming.