Through Raymond James Trust N.A. we offer multiple services that attorneys can make available to share with clients, or use themselves.

For Clients/Attorneys that prefer to use a corporate trustee in lieu of a friend or family member – Corporate Trustee Services –

As trustee, Raymond James Trust N.A. offers:

  • Professional management
  • Impartiality in making investment decisions and in dealing with beneficiaries
  • State-of-the-art technology to serve clients better and faster
  • The confidence that comes with knowing that all transactions are subject to regular audits by external auditors and government regulators

Raymond James Trust, N.A. may also act as Trustee for the following:

  • Revocable Living Trust
  • Irrevocable Living Trust
  • Charitable Remainder Trust
  • Special Needs Trust
  • Charitable Lead Trust

For Attorneys acting as Trustees, who wish to retain the administrative component but delegate investment powers – Trustee Agent Services –

Services provided by RJ Trust N.A.:

  • Safekeeping the trust’s assets
  • Collecting interest and dividends payable
  • Attending to maturing bonds, stock splits and tender offers
  • Executing security transactions at your direction or at the direction of the financial advisor you have named to the trust
  • Maintaining accurate records for the trust
  • Providing periodic statements of the account to you and your advisors as you direct
  • Making payments, distributions and remittances as directed by you
  • We provide software illustrations to help you present estate tax, gifting and chart will getting a list rations

Personal Custodian (Bookkeeper) – For Attorneys acting as Trustees, who wish to retain investment powers but delegate the administrative component

Raymond James Trust N.A. handles most of the tedious functions involved in administering the account. When a client dies, the custodian assists in the transfer of assets to the successor trustee. In a custody account, Raymond James Trust N.A. are NOT responsible for investment decisions. We respond to the written instructions from the trustee or other fiduciary responsible for the account.

Services provided by RJ Trust N.A.:

  • Safekeeping the trust’s assets
  • Collecting interest and dividends payable
  • Attending to maturing bonds, stock splits and tender offers
  • Executing security transactions at your direction or at the direction of the financial advisor you have named to the trust
  • Maintaining accurate records for the trust
  • Providing periodic statements of the account to you and your advisors as you direct
  • Making payments, distributions and remittances as directed by you