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Trust Companies
> California
> Simi Valley Zipcodes > 93065
Trust Companies in 93065
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How to Choose Trust Companies
Trust companies offer investment management services that require them to be very familiar with estate planning, assets, escrow accounts, individual retirement funds, corporate law, insurance, titles, bank funds, beneficiary, company financial planning, and other financial services. You can find several trust companies listed in your online directory and on the Internet. Some people find that there are so many money management brokers to choose from that they do not know how to pick a company that is right for them. If you follow these guidelines, though, you should be able to find a company that suits your needs. When you first contact the trust companies’ agents, you will want to determine how much experience they have by asking them how long they have been in business. Whether you need someone to manage corporate or individual investments, you will want to choose someone with plenty of experience with asset and title management. Ask the agents if you can meet with them to discuss different investment strategies that you might want to include in your estate planning. You will need to designate a legal beneficiary and give the trust company power of attorney after you have chosen, so you want to be certain that you can put your faith in the brokers that you choose. Find out if they have any references that you can check. This can help you determine how reliable they are because you can talk directly to their other clients about their estate management experiences with the trust company.
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MID STATE BANK & TRUST
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805-418-1720
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2663 Townsgate Rd
Westlake Village, CA 91361
11.4MI from 93065
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MONTECITO BANK & TRUST
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805-778-0611
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968 S Westlake Blvd Ste 10
Westlake Village, CA 91361
11.4MI from 93065
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HAPPY HOUSE TRUST
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310-589-2102
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29222 Sea Lion Pl
Malibu, CA 90265
15.2MI from 93065
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PETE CAHM CPA SUCCESSOR TRUSTE
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310-456-7410
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Malibu, CA 90263
18.5MI from 93065
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GERSHMAN FAMILY TRUST
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310-207-0770
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11633 San Vicente Blvd
Los Angeles, CA 90049
20.8MI from 93065
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ENTRUST
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310-899-3811
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201 Wilshire Blvd
Santa Monica, CA 90401
24.4MI from 93065
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When people start to get concerned about what will happen to their assets if they were to die or become debilitated often take out trusts with trust companies. Banks often act as trust companies. Law firms often act as trust companies. Some trust companies are independent partnerships that only act as trust companies. Trust companies act as the trustees for their clients' trusts. Trust companies make sure that the assets in a trust are given to the trust's benefactor if the conditions stipulated in the trust are met. Some trust companies offer wealth management services and investment management services. Some trust companies act as executors of last will and testaments. Most trust companies can act as trustees for both revocable trusts and irrevocable trusts.
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If you are looking for trust companies, trustee companies or estate managers, search under Trust Companies in Simi_Valley using the MagicYellow.com directory.
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