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Choosing a trust company requires a lot of decision making because you have to pick an agent you trust that is familiar with investment and title management, individual and corporate investments, estate planning, designating a legal beneficiary, insurance, escrow accounts, retirement planning, assets, funds, bank laws, and other legal considerations that must be made by someone with power of attorney. There are many trust companies listed in your online directory that might be able to give you the services hat you need. Some people find that there are so many investment and title management brokers to choose from that they do not know which ones will be best for them. We provide a few questions that you can use to help you make this decision. First, ask the agents how long they have been in business. Those with several years of experience should be able to give you better services than those that are just starting out. Ask them if they know how to identify all of your assets and investments so that they can make a financial plan that will help your money grow. Ask the company if they specialize in individual or corporate trusts. While some brokers can offer services for both, others might specialize in one or the other. They are regulated by different laws so you want to make sure that the company you choose knows how to manage your money legally. Ask them to give you written price quotes for their services so that you can compare the different prices easily.
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FLORIDA TRUST SERVICES
1 San Jose Pl, Jacksonville, FL Zip Code32257
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(904) 262-1311
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LEGACY TRUST COMPANY INC
822 A1a N Ste 101, Ponte Vedra Beac, FL Zip Code32082
15.1MI from Jacksonville
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(904) 280-9100
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RIVERSIDE BANK
101 Clyde Morris Blvd, Ormond Beach, FL Zip Code32174
70.2MI from Jacksonville
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(386) 753-2000
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LONNIE L SMITH III TRUST
808 Lora St, Daytona Beach, FL Zip Code32114
77.9MI from Jacksonville
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(386) 252-0303
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CITIZENS FIRST TRUST COMPANY L
1060 Lake Sumter Lndg, The Villages, FL Zip Code32162
89.8MI from Jacksonville
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(352) 751-2199
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When people desire to have control over what happens to their estate after they die they often take out a trust with a trust company. There are three types of entities that function as trust companies: independent partnerships, banks and law firms. Trust companies can organize a trust for a person and act as the trustee for the trust. Trust companies can also act as the executor for the trust. Many trust companies can also help with last will and testaments. Some trust companies can provide investment management services for the trust. Some trust companies offer wealth management services. Many trust companies can organize revocable trusts for their clients. Many trust companies can organize irrevocable trusts for their clients. Different trust companies may specialize in dealing with different types of trusts.
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