Experience Our Fast & Efficient Trust Opening Process

Submit Your
Trust

Submit your trust document

1
Day 1

Trust
Reviewed

Peak will review for a successor trustee role

2

Trust
Accepted

Peak clarifies role, intent, any issues

3
3-5 Days

Submit Opening Documents

You fill out opening documents

4

Administration
Begins

Peak opens trust system and sends client a welcome package

5
1 Day

(1) Submit Your Trust For Review

(2) Trust Reviewed

(3) Trust Accepted

(5) Account Administration Begins

^