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WHO TO CALL
TRUST
ESTATES
LOANS
WHO IS
100

The department and EXT. to call if you're experiencing computer issues. 

What is Help Desk x55100?

100

A trust whose term cannot be modifies or abrogated without permission of the beneficiary.

What is an Irrevocable Trust?

100

This is a legal document declaring a testator's wishes regarding the disposal of the estate's property.

What is a Will?

100

The name of the page in Gateway a banker can use as a reference during a loan application.

What is Origination?

100

Name the Group Financial Center Manager

Who is Charlotte Crabb?

200

The department and EXT. to call to check on the VISA status of a debit card?

What is Check Card x52375?

200

A type of a revocable trust account opened by one or more parties as "trustees" who name one or more other parties, as beneficiaries. In Texas, this type of account is the same as a single or joint account owner with a POD ITF. (POD= ITF)

What is a Totten Trust?

200
This is the property a person owns, the assets such as real property, cash, stocks, bonds, and all other personal property, and the debts or other legal obligations a person owes 

What is an Estate?

200

This is the only type of loan that does not receive an auto debit discount.

What is a Personal Line of Credit?

200

Name the Regional Operations Manager


Who is Marnie Heath?

300

The department and EXT. to call if customer has an outstanding balanced owed to Frost.

Charge Off x55339

300

These documents are required to open a trust account 

What is ...?

  • Valid photo ID of the trustee(s)
  • Social Security number
  • Street address
  • A copy of the Trust Agreement’s first page, all signature pages, and any other pages necessary to determine the following information:
    • Name of the trust
    • Trust effective date
    • Name of trustee(s)
    • Name of successor trustee(s)
    • Name and address of each beneficiary 
300

This is the person nominated in a will to manage a decedent's estate.

What is an Executor? 

300

Before they can co-sign on a loan, a customer must be with Frost for .....


What is 90 days?

300

Name the 2 CBOCs in our market

Who is Deborah Smith and Khan Nguyen?

400

The department and EXT. to call if for lending resolutions. 

What is Loan Ops x52372?

400

A trust established by the grantor during the grantor’s lifetime in which the grantor retains the right to revoke the trust.  If he does so, the property transferred into the trust would be returned to the grantor.

What is a Revocable (grantor) Trust? 

400

This is a judicial procedure wherby the validity of a will is proved and a decedent's estate, in accordance with a will if it exists, is administered.

What is a Probate?

400

This is how to remove a hold placed on a customer’s account that is being used as collateral for a loan.

What is Email Commercial Release Operations?

400

Name the Wealth Management Wealth Advisor 

Who is Brandon Bigham?

500

Partner with a ________ ________ if a client has an inquiry about Frost sponsoring their event.

What is a Community Leader

500

 A special type of irrevocable trust designed to assist an elderly or disabled person in qualifying to receive Medicaid benefits.

What is a Miller Trust?

500
This is a person who dies leaving a valid will in force.

What is a Testator?

500

To be effective, this item must be sent by midnight of the 3rd day.

What is Notice of Right to Cancel ?
500

Who is the BEST FCM in our Market?

Who is MARTHA MARQUEZ!!!