This blog was written by Teresa Acs
Saying goodbye. When the blog you are writing is called All About Estates, you might think this is a goodbye to a dear loved one and, in many ways, you would be right. I am retiring at the end of the year after more than 35 years in the Estate and Trust industry. Retiring brings excitement and joy in the possibilities and I have to say, excitement and joy was what I felt when I stumbled into a role with a Trust Company. I haven’t met anyone yet who grew up wanting to be in the Estate and Trust industry nor, have I worked with anyone who regretted landing where they did.
The Estate and Trust industry is made up of thoughtful lawyers, accountants, trust officers, associates, and estate planners. These individuals are curious, tenacious, thorough, and interested in their clients and their wishes. The industry is made up of individuals who care about our clients’ estate and financial wellness plans. Our leaders care deeply about getting it right, having structure but flexibility and always respectful of the work and the people we serve.
As I wind down my career, thank you to all that I have worked with, my colleagues, partners and of course, the clients. To my mentors who all took the time to help me maneuver this difficult, complex, and soul fulfilling career, I cannot thank you enough.
A huge thank you to the clients who came to the Trust Company with their most important and dear estate plans and entrusted us with those plans to care for the transfer of their wealth and cherished treasures. Not all clients were ultra wealthy but the complexities of their lives, their long-term goals for wealth transfer and their belief that a formal process in dealing with their wealth was important enough to entrust it to us, thank you. And for the lawyers and accountants I worked with and STEP (an organization who is dedicated to the industry) thank you for making my work- life fuller.
If you are a curious, thoughtful, service-oriented individual who is well organized, articulate, loves problem solving and has good judgement, check out the Estate and Trust industry to experience an awesome, fulfilling career. For those of us who are already here – how lucky are we!