SAMPLE Proposal Letter for a Trustee

Sample Document

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As part of the governance support service we help our clients document the answers to these frequently asked questions:

  1. What distribution rate is appropriate from the trust?
  2. What level of liquidity should I have as a contingency for periods of economic recession?
  3. Is the trust corpus adequately diversified?
  4. If the trust is not diversified, is there a rational basis for the concentration in core legacy holdings?
  5. Is the fee that I am charging as trustee fair?
  6. If an investment advisor has been hired to manage a portion of the trust assets, how do I know they are doing a good job?

If you want to know more about the service, select the link below to see a draft Engagement Letter.

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Web_Trustee Checklist

 

We help trustees save time, reduce risk, and fulfill their fiduciary duties. What makes us unique is that trustee governance support is all we do.