Private Client

4. Where is Private Client Services Located?
5. What is the best way to send a referral to Private Client?
6. An ______ account is a bank account opened specifically for the purpose of administering a person’s estate after they have become deceased.
8. There are 2 types of trusts; Revocable & __________.
10. Something a Trust cannot own.
11. How many children does Pam have?
12. How would you know if someone was a Private Client?
14. In which month did Dawn start working for Maps?
15. What is Pam’s favorite Football team?
16. A _____ is a fiduciary relationship in which one person is the holder of the legal title to property subject to an equitable obligation to keep or use the property for the benefit of another.

1. An Estate account will either have an Executor or a _________ as a role in DNA.
2. Where is POA information saved?
3. If you have an Irrevocable trust it must have its own ¬_______.
7. Which college did Pam graduate from? Linfield
9. A TIN must be _______ from the IRS before establishing an Estate Account.
13. What is Dawn’s favorite NFL team?