On a monthly basis we publish A Trustee Report which details the specific events and progress that occurred the prior month on your case. It is our way of providing our clients with clear, open, and transparent communication. The professional trustees at The Trustee Group use reports such as these to stay in touch with the beneficiaries and their counsels.
We believe that honesty, integrity, and reliability are characteristics that must be upheld in order for you to be comfortable with your trustee.
If you have any questions or concerns, please feel free to reach out to us at: 310.552.5315
Click the image below to view a sample copy of A Trustee Report.