What is a Trust Delivery Agent (TDA)? - Money Making Monday

Setting up an estate plan or trust can feel complicated, but what happens *after* the documents are signed? The crucial final step often falls to the Trust Delivery Agent (TDA). Tune in as Eddie Montes Travis and Marylyn Lee Trotter break down who this person is and why their specific function is vital to making sure your trust actually works when it's needed most. • The TDA acts as the designated liaison between the trust creator (settlor/grantor) and the financial institutions or ben...