Property and Trust Services

Charles McKinstry

Highlights of Objectives Achieved 2008-2011 and Prospective Achievements That Will Be Fulfilled 2011-2013

1. Broaden efforts to educate members regarding estate planning issues and services offered.

  • Recent efforts have focused on regional estate planning seminars. The most recent was held in Garden Grove for our Orange County members in the fall of 2010. A newsletter was sent to a target mailing of about 6,000 members in December 2010.

2. Provide accredited trust services with well-trained and competent trust officers and trust management assistants who are ethically sensitive and focused on meeting the goals of the client in an accountable manner.

  • We are proud of the training and experience of our employees. The NAD has specific accreditation standards which we continually work to meet. 
  • Currently two employees are authorized by California law to serve as a professional fiduciary. We are planning to train more.

3. Improve the efficiency of processing real property transactions.

  • In 2010 we developed a comprehensive list of all leases involving SECC-owned properties. This was a major tasking involving getting information from our churches and schools.
  • An electronic log of all real estate transactions has been developed with access available for all employees working on property transactions.

4. Continue to develop the system of delivery of legal services including developing a bank of standard model legal documents available for use by churches and schools.

  • Model leases have been developed and are available for churches and schools for term, month-to-month and single-use rentals. A model construction contract has been developed and is available for small projects.