Description
Examine documents relating to relationships between settlors and trustees in which the trustee holds property for the beneficiaries of the trust, in order to ensure the property is properly controlled and the contract agreements are complied with.
Alternative labels
examine trust funds
examine trust agreements
examine trust
Skill type
skill/competence
Skill reusability level
occupation-specific
Relationships with occupations
Essential skill
Examine trusts is an essential skill of the following occupations:
Personal trust officer: Personal trust officers monitor and administer personal trusts. They interpret trust and testamentary documentation accordingly, interact with financial advisors to define the investment goal for the achievement of trust objectives, coordinate the purchase and sale of securities with account executives and review clients’ accounts regularly.
Optional skill
Examine trusts is optional for these occupations. This means knowing this skill may be an asset for career advancement if you are in one of these occupations.
References
- Examine trusts – ESCO
