Trustee relationship coordinator

trustee relationship coordinator

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The Trust Relationship Specialist provides general and clerical administrative support to an individual in the trust department and/or the trust department as. They administer and manage trust accounts and ensure account administration complies with federal and state laws. They handle individual and business accounts. Learn how to resolve trustee and beneficiary conflicts, trustee roles and responsibilities, and the steps beneficiaries should take to protect their assets.
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Their uncle, the trustee, has not been providing financial reporting and has not given equal consideration to distribution requests. If the situation is fraught with emotion on either side, they should engage a family dynamics specialist to help. To learn more about trustee responsibilities and liabilities, reach out to your Woodruff Sawyer account team.