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Hi Ozperp, I like to keep my clients informed at every stage of the game - because I believe educating my clients ensures they know where they stand and I know where I stand. Those clients that do wish to be as informed, I modify my communication accordingly. However, where I am obligated...

1. Statements should be provided to owners at each disbursement - whether this be twice monthly or monthly. It is now possible using some trust accoutn software to have all owner statements viewable online - All my clients can log in securely and view ALL their statements. At each...