56 Days until Christmas and 2 months until the end of 2018 and the beginning of 2019. As we prepare to close another year, now is a good time to start cleaning up your trust business in preparation for the year-end reports.
The following are 3 easy tips to begin your year-end cleanup:
1 – Review your records to ensure that you have submitted all claims for the services you have provided in 2018.
2 – Submit any necessary address updates or name changes that you have received from families during 2018, or identify tax elections you would like to change.
3 – Are your trusts spread across many providers making annual report season a major endeavor? Learn how to gain efficiencies by consolidating your trust accounts with one provider.
For any changes, updates, claims or if you would like to speak with someone about how ClearPoint Federal Bank & Trust can help consolidate your trust business, please call us at 800-763-0234.