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When choosing a trust service, research the professional's background carefully, noting how long the service has been in business, any business affiliations or organizations, and contact information. Find out how long the companies have been serving clients in the trust services field. To help you choose a trust service, check out the company's physical location if possible. Is the building clean and well maintained? Meet with a trust service individual. Are staff members courteous and professional, reflecting a positive business attitude? Inquire if the trust service is part of a local, national or international company. Ask if the company has a website where you can find out more information, including company history and detailed outlines of services, such as portfolio management. Make a list of the services each trust service company offers for individual or institutional clients, such as estate planning, diversification, hedging, services of attorneys or CPAs, wealth management, legal documents, portfolio management, wealth and financial strategies, dividend, strategy, business planning and management, valuation, legacy trusts, treaties, corporate tax and offshore accounts. Get rate quotes in writing, and inquire as to the specific services offered. Make sure the trust service is properly certified and licensed. Consider the trust service's reputation in the industry. Get references if possible and check them out. Go online to do your research on the trust service to make sure you hire a reputable company with many years of experience. Remember to take note of the trust service company's availability, hours, and quality of service before choosing a trust service for individual, institutional or off shore customers.
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