Duties include but are not limited to:
- Fiduciary Services, Asset Management, Case Management on behalf of Trust and beneficiaries.
- Reviewing trust provisions, in close consultation with legal counsel where appropriate, to ensure compliance with trustor’s intent with regard to testamentary distributions.
- Ensuring that all trust property is titled in the name of the trust, including obtaining EIN number from IRS.
- Administering trust in accordance with Arizona Revised Statutes governing trusts and duties of trustees.