Step Three-Registration Service

Step Three - Register the trust electronically

 

The trust will be electronically registered and maintained in a secure system so it can be amended, maintained, accessed and administered as directed by the grantor.

Advantages to the bank:

  • Trusts, amendments and critical documents are stored electronically and accessible from multiple locations

  • Legal and regulatory compliance is mapped into the system, monitoring the administration of each trust

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The Risk of Trusts

The New View of Trusts

The New View System

  • Step One-Enter Info
  • Step Two-Design the Trust
  • Step Three-Registration Service
  • Step Four-Implementation Map
  • Step Five-Legal Constraints
  • Step Six-Ongoing Execution

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  • Over the next 50 years $45 trillion will be transferred to heirs and charities via estates - the largest wealth transfer in history.

    How much will be siphoned by trustees...lost to estate taxes...lost to administrative fees or lawyers fees...other fees?

    How well will these trusts be managed?

    What kinds of investments should be made with the money under management?

    Trust, Are You Kidding

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