Introduction to a Trust
This is the first module of the Trustee Basics course and introduces the main parties to the trust – the grantor, the beneficiary, and the trustee. Additional parties to the trust are introduced, such as advisors with specific oversight functions that may be required over several generations and common types of trustees and beneficiaries. The module concludes with applied learning, a helpful resource, and a concise summary of the trust concept, key terms, responsibilities, and duties of a trustee and beneficiary.
Estimated Completion Time: 4 hours
Featured Resources:
Articles/Book
Videos
- Podcast by Patricia M. Angus entitled, The Trustee Primer
Program Outline
Trustee Basics
Trustee Basics is a continuation of the learning established in Beneficiary Fundamentals and puts the learner in the shoes of a trustee. The course starts by establishing the main parties to a trust and defines the role of a trustee. The subsequent modules provide an overview of the responsibilities and duties of a trustee and reviews the beneficiary’s duties in the trust relationship. This course includes worksheets and resources that help an individual work through if they are ready to take on the responsibility and duty of becoming a trustee. Additionally, Trustee Basics covers institutional trustees, the purpose of a private trust company, and how to evaluate trustee candidates and monitor their performance over time.
Pricing
$325
Individual
- Unlimited access for one user for one year
- Dedicated login with fully individualized course progress
- In-course notebook for notes, reflections, and saved resources
- Individual quizzes and knowledge checkpoints
- Go at your own pace with on-demand access
- Total privacy on a secure platform
- Content updated regularly to reflect current best practices
- Best for independent learners who want privacy and control over their experience
$1,950
Group
- Individual course progress paired with a shared group experience
- Best for Family Offices, Families, Siblings, Cousins, or Peers who want shared language, alignment, and guided conversations
- Ten individual logins within a shared learning group for one year
- Content Updated Regularly
- Additional Features
- Track Progress of Group
- Document Storage
- Shared notebook for joint notes, reflections, and saved materials
- Private discussion board for couple-level conversations
- Individual quizzes, with space to compare insights and perspectives
- Ability to add one advisor to the group at no additional cost
- Go at your own pace, together or independently
- Total privacy on a secure platform
- Contact Us for more payment options
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Real-Life Examples & Practical Tools Explore relatable case studies, media moments, and conversation starters that help you apply what you’re learning to your own relationship.
- This course is designed to take 1-3 weeks. Most learners move through the material at a gentle pace, allowing time for reflection, journaling, and meaningful conversations. If you put in more hours per week, you will finish sooner.
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