It is important for you to have a team that has your best interests in mind. Consider the following individuals and their responsibilities:
Financial Advisor: Creates a financial plan that includes investments, insurance and retirement accounts
Certified Public Accountant (CPA): Prepares tax returns and assists in tax planning
Personal Representative: A corporate trustee and/or individual named in your will to settle your estate
Trust Officer: Responsible for the day-to-day administration of your trust
Corporate Trustee: Works with the trust beneficiaries to meet the beneficiaries’ needs and distributes the trust assets as set forth in your document
Credit Union Branch Manager: Assists you with checking, savings and other transactional needs; also serves as a resource for other important information & services.