Trustee Basics - Module 4
Trustee Basics Module 4 provides further guidance on various approaches to identifying individual and corporate trustees. Steps are discussed regarding the process of sourcing trustee candidates, including writing a job description, vetting, interviewing, and prioritizing the best candidates. This module also shares insights regarding trustee compensation and effective ways to transition trustee duties to a successor.
- What key criteria are important to identify when you need to fill particular trustee positions?
- How do you craft the position description and set the expectation for the type of trustee you hope to attract?
- Where do you find good trustee candidates?
- How do you set them up for success once selected?
Estimated Completion Time: 1 hour
Featured Resources:
Articles/Books
- Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators Chapter 17, "Transitions" by Hartley Goldstone, James E. Hughs, & Keith Whitaker
- Trustee Sample Job Description
- Trustee Interview Sample Questions
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
