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What are your professional qualifications and relevant experience to serve as trustee?
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What are the qualifications and experience levels of all personnel who will be working with my trust and my family?
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What are your employee turnover rates for all personnel who will be working with my trust and my family?
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What services do you include in your trustee fee?
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How do you calculate your fee?
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What does your fee include?
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Will you work with my accountant/CPA, estate planning attorney, wealth management advisor and other important members of my professional network?
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Who prepares the trust tax return?
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Who prepares the accounting information for the trust tax return?
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Who reviews and signs the trust tax return?
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What additional services do you provide as trustee?
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How do you handle situations in which a trust needs additional expertise?
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What type of periodic reporting do you provide?
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How will you communicate with the beneficiaries?
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How will you communicate with me?