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Columbia Trust Company

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Across
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One of the 4 activities CTC will perform when offering Estate Settlement Services is to _____________ assets according to the decedents wishes.
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Another one of the activities that CTC will perform when acting as professional trustee is to help in the preparation and filing the trust _____ returns.
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When it comes to Investment management CTC is different from other trust companies because they manage client portfolios with the highest _________ standards which means that every decision is made in the clients best interest.
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The client does not need a ________ Trust in order for CTC to help with discretionary portfolio management.
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One of the 5 activities that CTC will perform when acting as Professional trustee is to distribute trust income and /or principal to its ____________.
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One of the services that CTC offers is _____________ portfolio management.
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When CTC serves as a trustee/successor trustee it can help take a huge _________ off family members.
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CTC is different from other "trust" companies because the investment process is In-_________.
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As executor one of the 4 activities CTC will perform when offering Estate Settlement Services is to ____________ assets according to the decedents instructions.
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If a customer tells us that they are frustrated being the executor of an estate because there is in fighting amongst the heirs.... a service that may benefit the customer is "Estate __________ Services".
Down
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The __________ size of assets that the client needs in order for CTC to act as Administrator of a personal trust or estate is $750,000.00
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While serving as a trustee/successor trustee if the client becomes _____________ CTC will do whatever is necessary to take care of the client.
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Upon a clents death CTC will pay the clients final ___________.
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A _________ is a legal entity created by the Trustor that spells out how assets are to be managed during their lifetime including incapacity.
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The fee associated with being the trustee/successor trustee is 1.35% tiered after the first $1.5 Million which includes ____________ management.