Prepare your Trustee for what's to come
Help your successor Trustee overcome misconceptions, clarify risks, and outline considerations with a Trustee Toolkit.
What's included
Learning about legacy planning and trust administration doesn't have to be tedious anymore. With a Trustee Toolkit your Trustee will get the following materials, which are regularly updated and refreshed with additional content.
How it helps
Developed by a team of creatives and attorneys, a Trustee Toolkit provides Trustees with engaging educational content, helping them prepare for what’s to come and supporting them throughout the trust settlement process.
Why it’s important
If you and your successor Trustee have a close relationship, your Trustee will be grieving at the time he or she is called upon to deal with legal complexity and financial stress. This can make things difficult, since grief often takes a toll on the body and mind.
Topics Covered in Trustee Toolkit
Trustee Duties, Defined: Learn about the legal duties you owe to trust beneficiaries and your practical responsibilities when managing a trust.
Special Needs Trusts: Discover the critical nature of your role as Trustee and determine how the beneficiary's disability may inform your trust administration decisions.
Managing Trust Investments: Get a basic understanding of the responsibilities and practical considerations associated with managing trust investments.
Clarifying Co-Trustees: The more the merrier, right? Maybe not. Understand your duties as Co-Trustee and some best practices when Co-Trustees can't agree.
Managing Trust-Owned Real Estate: A house is often one of the largest assets held by a trust. Learn about a Trustee's responsibilities with regard to trust-owned real estate.
Trust Beneficiary Basics: Get answers to questions you may have if you've been named the beneficiary of a trust.
Life Estates: Learn about this unique legacy planning tool and the interesting dynamic it creates between both beneficiaries.
Guardianship: Discover the different types of guardians and their responsibilities.
Non-Credit Union Price
One-time fee for all current & future content.
$695
Credit Union Member Discounted Price
One-time fee for all current & future content.
$495
Learn more
Affinity Trusts is licensing content for the Trustee Toolkit through Proxima, LLC. By purchasing the Trustee Toolkit, you are agreeing to the terms and conditions of Proxima, LLC. Affinity Trusts is not responsible for the content contained in the Trustee Toolkit.
