Local Verses National Institutions

LOCAL TRUST OFFICES, AND A LOCAL PRESENCE IN THE COMMUNITY, WILL MAKE A GREAT DIFFERENCE WHEN IT COMES TIME TO HANDLE COMPLICATED AFFAIRS OF YOUR ESTATE.

Do you know where the person is actually located that you call on the phone?  Is it Arizona or Ohio?  While you are alive, having your trustee close is important.  But it becomes even more important when you pass away, and difficult and complicated decisions are to be made with your family.  At that juncture of your estate plan, having a local trustee will allow for full consideration and investigation of all relevant facts, full fairness in evaluating individual circumstances face to face with those involved, and a real ability to respond quickly and efficiently to needs.

That is when having a local financial institution involved in you family will make the difference you expected, as compared to a national institution with operations outside of your community.

Choosing a corporate trustee involves many aspects of acting as trustee, and if some of them are administered by consolidation facilities somewhere other than where you meet with your trust officer, the day will come when you will have less than adequate service.  

At Providence First Trust Company, we recognize that personal trusts must be administered in every detail on site, from investment management to report preparation, so that when you want a particular document or statement, or when you need to know the answer to an investment question, there is someone you may meet immediately to assist you.

We are here now, and committed and founded in your community, not in a distant state.

© 1999-2004 Providence First Trust Company. All rights reserved.   4900 N. 44th Street, P.O. Box 15890, Phoenix, Arizona 85060
Privacy Policy