How do I instruct my Testamentary Trust's Trustee to seek a particular financial advisor’s for assistance
After creating the Testamentary Trust within our platform, toggle on the "Additional Trust Instructions" and key in the following for example (please edit the details accordingly):
As I understand it may be challenging managing the trust fund which involves large sums of monies, my Trustee can also seek assistance in terms of management of the trust fund from my trusted financial advisor, {Name of advisor}, {MAS Rep No.}, who can be contacted at {Contact Details}. {Name of advisor} will be able to assist by providing various financial solutions aimed at optimising and ensuring the longevity of this testamentary trust.
My Trustee shall exercise his/her discretion, diligence, and reasonable care in overseeing the advice and proposed solutions provided by {Name of Advisor}.
Do take note that as the wordings dictate, the instructions above will still be subjected to the Trustee’s discretion.