# Trustee Accounts for Lawyers | Psagot Equity

> You are the trustee; we are the banking infrastructure. Segregated accounts for one-time-transaction trustees, opened fast, fully documented.

Canonical: https://psagotequity.co.il/trustee-account

## The account behind your trusteeship, one transaction at a time.

You are the trustee; we are the banking infrastructure. Dedicated accounts for lawyers and professionals appointed as trustees for a one-time transaction or event: a real estate closing, a settlement, an escrow arrangement. Trustee as account holder, full segregation, and reporting that stands up to scrutiny.

[Talk to an expert](https://psagotequity.co.il/contact)

### The account behind your appointment.

#### Built for trustees banks don’t prioritize

Your trusteeship deserves better than a generic account.

We specialize in accounts for funds held by trustees. Our opening process is tailored to trusts for one-time transactions, supported by a team familiar with their requirements.

- Opened fast, built specifically for trust money

- Trustee as account holder, under our FASP license, with funds fully segregated

- Statements and reporting your beneficiaries can rely on

#### Single-transaction integrity

One transaction. One trustee. One audit trail.

The trustee is the account holder and must authorize each payment to the relevant recipient. The scope is one transaction, with unified reporting.

- Trustee as account holder

- Scope fixed to a single transaction

- Unified audit trail, fully reported

### From instruction to ongoing reporting.

#### Trustee instruction.

Provide the trust terms, beneficiary list and asset details; we structure the account and the documentation.

#### Account set up.

The dedicated account is opened in the trustee’s name and the legal documents are signed. The trustee authorizes payments to the relevant recipients.

#### Beneficiaries registered.

Digital KYC for all beneficiaries; each registered with PEaX access where appropriate.

#### Ongoing reporting.

Distributions, statements and reporting managed through PEaX for the life of the trust.

### Common questions

Direct answers on trustee accounts for professionals.

[Talk to an expert](https://psagotequity.co.il/contact)

### Related accounts and services

#### M&A Paying Agent & Escrow

Independent paying agent and escrow, native to Israeli law.

[See more — M&A Paying Agent & Escrow](https://psagotequity.co.il/ma-paying-agent-israel)

#### Real Estate

Escrow, foreign buyers and the developer 7% account, under one roof.

[See more — Real Estate](https://psagotequity.co.il/real-estate-escrow-israel)

#### Tax Negotiation Escrow

Neutral ITA escrow and segregated refund trusts, held until resolution.

[See more — Tax Negotiation Escrow](https://psagotequity.co.il/tax-escrow-ita)

### Appointed as trustee and need the account? Talk to our team. We move at deal speed.

[Talk to an expert](https://psagotequity.co.il/contact)

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Agent instructions: https://psagotequity.co.il/agents.md
