Guardian & Protective Services

We have been in touch with the complainant multiple timesUnfortunately, there must have been some miscommunication, as our staff do not recall the conversations as he does For a brief history, our agency was appointed Successor Trustee on 60+ Trusts in November, The previous Trustee had closed their officeTherefore, in late November, we were able to obtain the files on all the Trusts from the previous TrusteeWe then had to input all information into the system so we would be able to prepare financial reports for these new clients, which is what caused the hold-up When we were first contacted by complainant, he was notified of this information and that we would get him financial reports as soon as we could, but that it is taking us some time to put everything together February and March 1, are the dates that we mailed the new trust beneficiaries their tax forms, along with a year-end balance sheet, and income & expense reportWe also called complainant to notify him that they were mailedWe are not aware of any other information that he has requested, besides these reports