1) Have you had a Financial Planner review for your new Trust?
2) Have you had a Trust Expert Accountant review ?
3) Are you having your lawyer review all of your Financial Planning / Accounting work at the Lawyer's hourly rate?
4) Has your lawyer or accountant given you firm quotations in writing for their assistance to implement your Trust and new Trust Will? Do they offer a payment plan?
5) Has your Lawyer or Accountant given you a schedule or timeline up to the Completion & Signing date of your Trust? Did you ask if there was a guaranteed finish date?
6) Has your Financial Planner, Accountant or Lawyer given you a checklist of what you will need to get started and finish your Trust?
7) Are you using a family member as your lay-Trustee? Is your Trustee familiar with The Trustee Act and do they realize they are personally liable for the Trust and it's activities under the Trust Act?
8) What services does your Lay-Trustee offer and what do they cost? What do they NOT do?
9) Who is your Appointer going to be and what is their role and responsibilities?
10) What annual Insurances are you going to use or lose with your new Trust structure?
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