Bahr Advisory Servicesof Raymond James

Trust Services

NAMING A TRUSTEE

Who will manage your financial affairs when you are unable to do so yourself?

  • Naming a family member or friend risks that the person may not be able to effectively serve as trustee because of the emotional turmoil, distance, unfamiliarity with the situation or lack of investment knowledge.
  • Naming a corporate trustee that is highly skilled at dealing with the intricacies of estate and trust strategies may provide the grantor with the peace of mind that the intentions of the trust document will be followed correctly.

Raymond James Trustee Services

  • Reporting account transactions and investment performance periodically
  • Collecting, safeguarding, valuing and investing assets
  • Accounting for the trust assets under the Principal and Income Accounting Act
  • Paying bills and managing other custodial services
  • Compiling and filing trust tax returns
  • Providing complete estate and trust settlement services.
  • Establishing the right trusts for the right purposes
  • Administering the trust assets to achieve objectives
  • Budgeting and analyzing cash flow for the beneficiaries
  • Handling periodic or demand disbursements, including documentation
  • Distributing trust assets when required
  • Working with the surviving spouse and his/her family members

If you would like to learn more about Bahr Advisory Services click here

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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John Bahr, WMS Branch Manager
1380 Environ Way
Chapel Hill, NC 27517
Phone: 919-918-4880
Fax: 866-522-9693
Toll-Free: 888-228-0931
Cell: 919-414-9092
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