Guide for the Successful Trustee
WHO SHOULD OWN THE GUIDE?
IF you are named on your own, parents, relatives, friends or neighbors estate plan as a trustee, you will need to know your responsibilities and have the system to successfully address the trust placed in you.
IF you are establishing an estate plan with an independent third party, bank or corporate trustee, you will want to use the guides, Notify-Respond-Verify system. M...
WHO SHOULD OWN THE GUIDE?
IF you are named on your own, parents, relatives, friends or neighbors estate plan as a trustee, you will need to know your responsibilities and have the system to successfully address the trust placed in you.
IF you are establishing an estate plan with an independent third party, bank or corporate trustee, you will want to use the guides, Notify-Respond-Verify system. M...
