Conducting fiduciary activities in more than one state. You may conduct fiduciary activities in any state, subject to the application and notice requirements in § 5.26 of this chapter.
Serving customers in more than one state. When you conduct fiduciary activities in a state:
You may market your fiduciary services to, and act as a fiduciary for, customers located in any state, may act as a fiduciary for relationships that include property located in other states, and may act as a testamentary trustee for a testator located in other states.
You may establish or utilize an office in any state to perform activities that are ancillary to your fiduciary business.
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