Communication and Reporting

MEET WITH A PERSONAL TRUSTEE, NOT A CLIENT MANAGER OR TELLER.

There is no detail about your financial affairs that is so unimportant that you do not want to meet with the most qualified person available.  No one wants to go to a physician's office and be examined by someone who will relay to the physician the symptoms, and relay back the prescription.  It is all part of the kind of communication you expect with those you trust with your estate plan.

At Providence First, you meet with a personal trustee, not a client manager or teller.  By meeting personally with your personal trustee, your concerns are not "handled" by a generic staff member, the way some financial institutions treat their clients, nor is your concern communicated to the decision maker by being written up in a memo.  You will discuss personally what you need, how it may be taken care of, and who will work with you on it, in person with the individual who will handle the arrangements.

We reverse the large financial institution model, and let the trustee meet with you. Then we let the managers handle the details and implementation after you have decided together what to do.  You get the report on what is happening from the person who made it happen, or who will fix it if it did not happen.  Their reporting to you is complete, because they are responsible and empowered to handle all of the aspects of your estate.

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