Trust Company Needs Assessment Form
Please complete the Trust Company Needs Assessment Form to help us understand your needs and preferences regarding trust services. Your responses will assist us in providing tailored solutions.
What is your primary reason for considering trust company services?
*
Estate Planning
Asset Protection
Wealth Transfer
Charitable Giving
Other
How familiar are you with trust company services?
*
Not familiar
1
2
3
4
Very familiar
5
1 is Not familiar, 5 is Very familiar
Which trust services are you most interested in? (Select all that apply)
*
Trust Administration
Investment Management
Tax Planning
Charitable Trusts
Special Needs Trusts
Other
How important are the following factors when selecting a trust company?
*
Rows
Not important
Slightly important
Moderately important
Very important
Essential
Reputation
1
2
3
4
5
Range of Services
6
7
8
9
10
Personalized Attention
11
12
13
14
15
Fees and Costs
16
17
18
19
20
Technology and Online Access
21
22
23
24
25
How would you rate your current level of satisfaction with your trust company knowledge?
*
1
2
3
4
5
What is your preferred method of communication?
*
Email
Phone
In-person Meeting
Video Conference
What is your current relationship with any trust company?
*
No prior relationship
Current client
Former client
Considering options
What challenges or concerns do you have regarding trust company services?
How soon are you looking to engage trust company services?
*
Immediately
Within 3 months
Within 6 months
More than 6 months from now
Undecided
If you have additional comments or specific needs, please let us know.
Submit Assessment
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