Rumor Mill - Request for Validation on Trust Changes

by bartw_portland @, Troncones, Guerrero, Mexico, Wednesday, June 05, 2019, 14:17 (14 days ago) @ Marty

That’s exactly our scenario. Scotia never issued us an assigned trust reference number. This was confirmed by Amarantha at Scotia. Without a number to reference the task of setting up payment without the support of an advisor ($$$) is very difficult if not impossible.
I wish we had known to avoid Scotia when we bought as the task of switching the trust holding bank is involved and costly. It involves a rewrite of the deed, relinquishing of the trust by scotia, and conveyance of the trust to a new bank. Aargh.
Whereas many folks have said that they have no issue with scotia’s handling of their trusts it seems to hold true that trusts issued in the last few years were done so with no reference number - like ours.
Thanks to you all for your advice and guidance.


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