fiduciarytechnologiesinc.com
Fiduciary Technologies, Inc. -- Step Three-Registration Service
http://www.fiduciarytechnologiesinc.com/step_three.html
The Risk of Trusts. The New View of Trusts. The New View System. Step Two-Design the Trust. About Ms. Farley. How to Reach Us. Step Three - Register the trust electronically. The trust will be electronically registered and maintained in a secure system so it can be amended, maintained, accessed and administered as directed by the grantor. Advantages to the bank:. Trusts, amendments and critical documents are stored electronically and accessible from multiple locations. The Risk of Trusts. How to Reach Us.
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Fiduciary Technologies, Inc. -- Step Six-Ongoing Execution
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The Risk of Trusts. The New View of Trusts. The New View System. Step Two-Design the Trust. About Ms. Farley. How to Reach Us. Step Six - Ongoing Execution. Failures are caught early and remdiated, thereby minimizing loss and risk. The Risk of Trusts. The New View of Trusts. The New View System. Step Two-Design the Trust. About Ms. Farley. How to Reach Us. Over the next 50 years $45 trillion will be transferred to heirs and charities via estates. The largest wealth transfer in history. The Risk of Trusts.
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Fiduciary Technologies, Inc. -- The View of of Trusts
http://www.fiduciarytechnologiesinc.com/new_view_of_trusts.html
The Risk of Trusts. The New View of Trusts. The New View System. Step Two-Design the Trust. About Ms. Farley. How to Reach Us. The New View of Trusts. Is an innovative approach to analyzing the risks associated with trust administration. We help you recognize grantor and beneficiary expectations. We also help you track policy, regulatory and legal requirements. New View will reduce your risk and improve the risk-adjusted profitability of your current business. We provide this pathway in three steps:.
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Fiduciary Technologies, Inc. -- Step Five-Legal Constraints
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The Risk of Trusts. The New View of Trusts. The New View System. Step Two-Design the Trust. About Ms. Farley. How to Reach Us. Step Five - Overlay the Legal Constraints. After the Implementation Map has been created, the system will then overlay all state and federal laws, regulations, rulings and court cases to provide the legal boundaries within which the trust is to be implemented. The Risk of Trusts. The New View of Trusts. The New View System. Step Two-Design the Trust. About Ms. Farley.
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Fiduciary Technologies, Inc. -- Step One-Enter Info
http://www.fiduciarytechnologiesinc.com/step_one.html
The Risk of Trusts. The New View of Trusts. The New View System. Step Two-Design the Trust. About Ms. Farley. How to Reach Us. Step One - Enter trust information electronically. The New View e-form guides the grantor through a defined process, allowing them to customize their trust and clearly define their goals and objectives. Specific, integrated administrative services will be linked to the choices made in this process. This system is set up so the individual does not have to trust a person. Over the ...
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Fiduciary Technologies, Inc. -- The New View System
http://www.fiduciarytechnologiesinc.com/new_view_system.html
The Risk of Trusts. The New View of Trusts. The New View System. Step Two-Design the Trust. About Ms. Farley. How to Reach Us. The New View System. FTI brings technology to an industry that has not kept pace, and is therefore rife with risk for fiduciary institutions managing trusts. Today, the trust is viewed as a passive folder waiting to be opened and managed by trust personnel. Often, a significant gap develops between the grantor's original wishes and the trust's actual accomplishments. Our system f...
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Fiduciary Technologies, Inc. -- Step Four-Implementation Map
http://www.fiduciarytechnologiesinc.com/step_four.html
The Risk of Trusts. The New View of Trusts. The New View System. Step Two-Design the Trust. About Ms. Farley. How to Reach Us. Step Four - Implementation Map. The trust modules of service. Link to an automated administrative program that reads the trust and maps out the following:. Beneficiary data, such as gifts, constraints, wants, needs, expectancies, and more. Asset data, including type, constraints, location, income, loss, management requirements, etc. The Risk of Trusts. The New View of Trusts.
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Fiduciary Technologies, Inc. -- Media Room
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The Risk of Trusts. The New View of Trusts. The New View System. Step Two-Design the Trust. About Ms. Farley. How to Reach Us. Too many err when providing for heirs. George Raine, Chronicle Staff Writer. Over the next 50 years, it's expected that $45 trillion will be transferred to heirs and charities via estates - the largest wealth transfer in history. Barbara Suzanne Farley, J.D. Too many err when providing for heirs. Attorney offers suggestions to protect estates from mistakes and bad trustees. Her b...
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Fiduciary Technologies, Inc. -- Step Two
http://www.fiduciarytechnologiesinc.com/step_two.html
The Risk of Trusts. The New View of Trusts. The New View System. Step Two-Design the Trust. About Ms. Farley. How to Reach Us. Step Two-Design the Trust. The Risk of Trusts. The New View of Trusts. The New View System. Step Two-Design the Trust. About Ms. Farley. How to Reach Us. Over the next 50 years $45 trillion will be transferred to heirs and charities via estates. The largest wealth transfer in history. How well will these trusts be managed? Trust, Are You Kidding. For more info on the book.
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Fiduciary Technologies, Inc. -- The Risk of Trusts
http://www.fiduciarytechnologiesinc.com/risk_of_trusts.html
The Risk of Trusts. The New View of Trusts. The New View System. Step Two-Design the Trust. About Ms. Farley. How to Reach Us. The Risk of Trusts. The Trust industry is overwhelmed. Cost reductions and mergers have resulted in Trustees being stretched over an increasingly large number of trusts. In addition, there are more and more smaller trusts, that do not contain the level of assets that could cover the expense of proper administration. Increased cost to the insitution. How can the trustee make the.