Raymond James Private Wealth Management

Naming a family member or friend risks that the person may not be able to effectively serve as trustee because of the emotional turmoil, distance, unfamiliarity with the situation or lack of investment knowledge.
Naming a corporate trustee that is highly skilled at dealing with the intricacies of estate and trust strategies may provide the grantor with the peace of mind that the intentions of the trust document will be followed correctly.

Raymond James Trustee Services
Reporting account transactions and investment performance periodically	Establishing the right trusts for the right purposes
Collecting, safeguarding, valuing and investing assets	Administering the trust assets to achieve objectives
Accounting for the trust assets under the Principal and Income Accounting Act	Budgeting and analyzing cash flow for the beneficiaries
Paying bills and managing other custodial services	Handling periodic or demand disbursements, including documentation
Compiling and filing trust tax returns	Distributing trust assets when required
Providing complete estate and trust settlement services.	Working with the surviving spouse and his/her family members