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It's a busy week and your firm was just

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appointed as a fiduciary for a new case.

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You have two choices:

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Do it the hard way, or enlist

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the help of Axos Fiduciary Services.

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At Axos, we have one goal —

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to make case management simple.

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We give the professional fiduciaries the administrative

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support, software, and banking services they need

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to handle complex cases with ease.

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What does that mean for you?

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It means no more hopping from vendor to vendor

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to get your needs met.

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We're not just a fiduciary services provider-

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we're also a bank.

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This means you can manage your engagements

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and open new bank accounts within one digital platform.

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We also deliver top-notch client support.

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Each of our clients has one dedicated Relationship Manager.

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Your relationship manager will be your primary

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point person for all banking, software, and case management needs.

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This includes Treasury Management, Software Installation,

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On-Site Training, Disbursement and Noticing Services,

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and Claims Management.

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Our team will act as an extension of yours

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while providing full support from start to finish.

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Finally, we offer software solutions

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to streamline your workflow.

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Each software solution has extensive

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security and data encryption to protect your firm.

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At Axos Fiduciary Services

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we are relentlessly focused on your success.

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We are committed to the professional fiduciary

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industry and continually invest

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in the right people and technology

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to help you succeed.

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So, what will you choose:

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The hard way...or the Axos way?

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Axos Fiduciary Services

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We are case management, evolved.