[thetruth]

[QUOTE=TwinTurboViper;1625223]Always have found help with The Villages people and will try again to get some good advice.
I AM NOT looking for financial advisors but more of trying to find REPUTABLE Firm to handle being "Co Trustee" on my Trust as we have no children and looking for someone that won't rob me blind with fee's as it's just a simple Trust and looking for someone that can distribute and manage Trust after I am gone and/or disabled and cannot do so.


Have been with Fidelity Investments for many years but not happy with their Trust Dept and thought I would compare others...while I can


Finding,"someone," I would look for a firm. Off subject a bit-my parents hired an atty to do their will. When, they passed there were some issues, we had copies not the original. So we went to find the original atty and found she was out of business.
You want to find a firm. A firm that will be there after we are long gone.

As to Fidelity and their trust department. I have no knowledge that Fidelity has a trust department. I do have an account with Fidelity. I think it is a major advantage to us that they have an office in Lake Sumter landing and you can talk to a HUMAN.

You mention you are not happy with Fidelity's trust department.
I assume, you have an account perhaps, you should schedule a meeting with the account manager listed on your account and see what can be improved.

Far as fees. While ALL these firms love you and me they are in it for the money. Don't allow yourself to believe otherwise.