Trust Account

[morag-janet-of-the-hill-family]

When you are dealing with the bank your name is always in capitals as they can only transact business with the dead entity. It’s nothing to worry about. If you try to change it you are running the risk of them closing your account.

[E.H.]

Hi Janet,

thank you for your response. In that case, I’ll better leave them alone!

😏

[anandrah]

Yes as Morag said it’s the very nature of dealing with the Public. Remember, you are not the Trust either. It is working for you. It’s an expansive cognitive shift to make. It’s a tool, a device. Seperate and distinct. Having said this, I did receive an application form from the bank regarding the Trust and it had a prefix before my name ( Mrs/Mr/Ms) etc. I was irritated by this and emailed saying, my parents didn’t name me mrs/mr/ etc and my friends don’t call me that either. The staff apologised and said they had corrected it and removed it from the record. My name was in Title Case also. Not that it matters so much. Asserting yourself as a living being is when a claim is made against you. ‘Can you show me how this applies to a living man/woman?’ So you can use that with the bank if necessary.