Sourcing a Trustee
Sourcing a Trustee - 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?
This module is perfect for those with an intermediate understanding of Trustees.
Prerequisites: Trustee Basics - Module 3
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
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
$360
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
$2,160
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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