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Working with Attorneys & COIs

Sharing resources. Building relationships.

From the beginning stages of financial planning to the final steps of estate execution, Raymond James takes pride in ensuring that our clients’ wishes are carried out exactly as they intend. That is why Raymond James Trust, N.A. is committed to working with attorneys to facilitate a seamless process on behalf of grantors.

Should an attorney need assistance, we are primed to review drafted trust documents and provide sample language upon request. No matter the question an attorney may have for our team, we have answers.

To request a copy of our sample draft language, contact a Raymond James financial advisor or Raymond James Trust directly at 800.248.8863, ext.72300.

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