Professional Meeting on Financial Trust Services in a Modern Banking Environment

Group of financial professionals in a meeting. Discussing trust services documents. Various reports and charts on the table. Bright office environment. Individuals wear suits and ties. Focus on teamwork and collaboration.

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Members of the bank's trust department have the responsi- bility of writing the promotional material about Financial Trust's personal trust services. These services include invest- ment accounts, living trusts, conservatorships, estate adminis- tration, testamentary trusts, financial planning, and tax preparation and planning. (You may find it beneficial to do preliminary research regarding such services. ) The services have some built in selling points: freedom from the responsibility of managing one's money in a complex marketplace advantages of pre-death tax planning personalized service from well-trained officers records provided for tax and reporting purposes regular communication regarding accounts Since the larger competing institutions can say the same thing about their trust services, however, the department's promo- tional committee is also faced with the task of building trust in and creating a stronger profile for Financial Trust as an insti- tution, Group of financial professionals in a meeting. Discussing trust services documents. Various reports and charts on the table. Bright office environment. Individuals wear suits and ties. Focus on teamwork and collaboration

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