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Common trust exceptions

Question: 
What are some common trust exceptions that banks track with ticklers?
Answer: 

There are dozens of trust document exceptions, which can include powers of attorney, trust agreements, trust applications, distribution forms, authorization to act, court appointments, IRA agreements, last will and testament, and many others.

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Download a free spreadsheet for trust document tracking.

Vendor: 

AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 07/09/2017

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