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Involving Other Professionals ESTATE PLANNERS, ATTORNEYS, AND OTHER PROFESSIONALS ARE ALL WELCOME TO BE INVOLVED IN THE PROCESS OF HANDLING YOUR TRUST. Because of our legal expertise and training, we are happy to have you work with your attorney and with us together, on making the best estate plan for you and your family. We work with estate planners as well, in arranging for the insurance or other investments they suggest, to be properly titled and established in your trust. We are also happy to share the burden with attorneys working for you, and will provide drafts of trust agreements or forms they may use to counsel or work with you. Your estate's relationship with them may continue throughout the term of the trust, even after your passing, according to your wishes expressed in the trust agreement or your arrangement with Providence First. Our complete independence allows you to choose different tasks from different professionals in their fields, and have your corporate trustee continue the use of those professionals throughout your trust's existence. Continuity in an estate plan, and in your affairs during your lifetime, is both reassuring and often the most efficient and profitable way to handle your financial affairs. And with Providence First, you may have that continuity. |
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©
1999-2004 Providence First Trust Company. All rights
reserved. 4900 N. 44th Street, P.O. Box 15890, Phoenix, Arizona 85060
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