[WSBAPT] Opening trust acct for US-citizen trustees living abroad

Michael Geoghegan nwstrategyandplanning at outlook.com
Thu Dec 26 13:25:47 PST 2024


Hi All,
I am hoping someone on this list can offer advice about opening a trust account where the Co-Trustees who are US citizens living abroad.

I am handling a minor settlement trust with Trustees who are US Citizens living in Europe.  I have not had success working with US-based financial institutions to open a trust account (needing Trustees to appear in-person, rejecting online notarization of applications).

All the best as we close out 2024,
Michael

Michael Geoghegan
Northwest Strategy and Planning, PLLC
t: 206.353.5592
e: michael at nwstrategyandplanning.com
w: nwstrategyandplanning.com<http://nwstrategyandplanning.com/> | LinkedIn<https://www.linkedin.com/in/michael-geoghegan-5893407>

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