A trustee administers a trust for its beneficiaries. Look for qualifications like financial expertise, integrity, reliability, and good communication skills.
If you have both checking and savings accounts with UBT, enrolling in our RoundUp program is an easy and painless way to save each time you use your debit card.
For many, receiving a large inheritance is a dream come true. If a loved one leaves you a large amount of money, take a deep breath and review these steps.