Trustee For You offers professional Trust Management services. We provide personalized, customized solutions tailored to your individual needs.
The Distribution Process
The process for requesting a trust distribution is required to go through the online message center on this website. Having all communication between clients and our trust managers go through one spot benefits you, our client, because it makes the process so much more efficient and therefore results in reduced trustee fees that you pay!
Using the Online Message Center
You can use the online message center once per day. Please be descriptive and concise with your requests as the number of words are limited to 300. List the 1) amount you are requesting and 2) the purpose of the funds.
Trustee For You is a great Trust Management business. Highly recommend!
– Johnathon Smith
What happens when we receive a request?
Distribution requests will be reviewed by a trustee manager and responded to the following month, no later than the 15th. For example, if a request is made on July 3rd or July 31st, you will receive a decision no later than August 15th. It may be before this, however; it will never be after this. Please note that all decisions are final.
The response to your request will be emailed to you. Please be aware that if you send a response to your trustee’s decision regarding your request, your email will go to an unmonitored inbox. This is due to the fact that all decisions are final.
If you have a legal guardian
If you have a legal guardian, we obtained their contact information upon establishing the account. We will be working with him or her directly. ALL requests for disbursements will be reviewed by your guardian prior to us answering your request.
Rest assured, all your trust distribution requests will be considered with your best interests in mind. We look forward to assisting you in the future!