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What type of documentation is needed to establish an Advisor Directed Trust?

April 26, 2017advisor directed documentation needed Trust type

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What type of documentation is needed to establish an Advisor Directed Trust?

1 Answer

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10 Posted

Your attorney, financial advisor and your trust specialist at Franklin Templeton Bank & Trust will handle the paperwork for you. Documents may include new or amended trust documents, account statements and other agreements and certifications.