This process is generally simple, but in some cases, due to the complexity of many issues, the process can take several weeks. The following is a general outline of the process.

• Once you have consulted with your client to determine which trusts will accomplish desired goals, inform them and other advisors retained by the client about the services provided by Commonwealth Trust Company. You should then contact Commonwealth Trust Company to discuss the proposed trust(s) and the goals you wish the trust(s) to accomplish.
• The client's estate attorney should then draft the trust(s) for the client. The agreement(s) should include all applicable advisors to the trust and should include the appropriate investment advisory language.
• A draft of the trust should then be sent to Commonwealth Trust Company for our review. Feel free to e-mail the draft to our legal department.
• Upon acceptance of the document by Commonwealth Trust Company, the advisors should meet with the client to finalize and execute the trust documents. The executed document should then be forwarded to Commonwealth Trust Company so that we may execute them as trustee.
• Upon execution, the assets should be legally transferred into the trust.