Information For Attorneys

Drafting documents naming Stifel Trust

Stifel Trust is pleased to serve as trustee, co-trustee, managing agent, or custodian for clients who want a corporate trustee.

We do not need to review, and generally do not sign, documents in which we are named only in a future capacity. We do not generally serve as agent under a health care power of attorney, nor guardian of a person or of assets under a general power of attorney.


Authority to deal with affiliates

There is no “required language” for documents in which Stifel Trust is named. In all documents naming Stifel Trust as fiduciary, the correct designation is Stifel Trust Company, N.A.

Stifel Trust is chartered by the Office of the Comptroller of the Currency (OCC) and, as such, may serve clients in all states.


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