Creating Official Paperwork For Trust
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£275(approx. $345)
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Description
Experience Level: Expert
So there's a trust set up for my sister (I have the original paperwork for when this was set up). Two houses were gifted to her. My mum and dad were the original trustees for this however my dad passed away in 2016 and he passed his duties on to me (her older brother). I have been managing this and helping out with the other trustee (my mum).
We are trying to set up a new bank account for her but they need official paperwork of the trust, to be able to set this up and open the account.
Can someone help?
We are trying to set up a new bank account for her but they need official paperwork of the trust, to be able to set this up and open the account.
Can someone help?
Chris G.
100% (4)Projects Completed
5
Freelancers worked with
5
Projects awarded
60%
Last project
4 Oct 2022
United Kingdom
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Hi Chris, I'm not a Trusts specialist but if you have the original Trust Deed would the Bank not accept that? Do you know what documents they are requesting? I generally use Sue Pocklington at Humphrey & Co Chartered Accountants as she is STEP qualified for Trust matters.
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