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Fiduciary Trust Model: Roadmap for Reform




The As-Is Trust Business Model report provided OST the first comprehensive documentation of major processes supporting the Indian trust and their inter-relationships. Through development of the model, DOI achieved the following benefits:

  • Established a comprehensive understanding of current trust business operations
  • Documented regional variances and their causes (e.g., due to federal, state or local laws, treaties, court rulings, local practices)
  • Identified current issues and opportunities for improvement to provide a basis for a To-Be process reengineering of the Indian trust

As-Is Trust Business Model Report

Table of Contents
Executive Summary
Chapter 1
Chapter 2
Chapter 3
Chapter 4 Introduction
Probate
Title
Beneficiary Services
Appraisal
Surface
Subsurface
Accounting
Survey
Chapter 5
Chapter 6
Appendixes: A. Glossary (2.92 MB)
B. Work Session Participants
C. Workshop and TTF Participants
D. OMB Circular A-130
E. Business Modeling Tools
F. Obligations
G. Industry Resources
H. OCC Highlights
I. Commercial Standards
J. Public Sector Leaders
K. Forestry Measures
L. Cadastral Measures
M. LTL Metrics

 

Last Updated: 09/06/2012