What is this? 

The compliance portion of Trust Maintenance is of paramount importance.  Providing reports to the beneficiaries on expenditures and changes helps keep the relationship with the Trustee palatable.  In addition, at the dissolution of every trust a Final Accounting must be performed to verify all trusts were run in a prudent manner.

How does it help me?

Pry Advisory Group’s Trust Advisory Service helps take away the daily headaches of creating a process to manage the monetary changes made to a trust.  By allowing Pry Advisory Group to facilitate the recordkeeping allows an additional set of eyes to make sure the trust is running within the State’s mandate.

Who do I contact for questions?

For more information on partnering with Pry Advisory Group’s Trust Advisory services to create a greater opportunity for efficiency, higher service to the beneficiaries and an adherence to trust compliance, contact us at 419-423-4481 or email us at info@PryGroup.com.

What do I need to bring?

At our first meeting a copy of the trust and all expenditures thus far will be needed.  In addition to this, a full inventory of assets making up the corpus of the trust will be required.