Trust Administration
Trust Administration is a comprehensive course designed to explore essential questions and responsibilities in trust management. It begins by defining the role of trust administrators and reviewing their ethical and fiduciary responsibilities. Participants learn about the four critical steps in trust administration: assuming control, administering the trust, understanding the trust parties, and reviewing the trust. The course includes applied learning exercises and emphasizes the perspective of the beneficiary.
This 100% online course allows individuals and families to get started right away and work at their own pace.
This comprehensive course includes:
- Interactive course content
- Additional readings from industry experts
- Curated book chapters from Estate and Trust Administration for Dummies, 2nd ed. by Margaret Atkins Munro, EA and Kathryn A. Murphy Esq.
- Optional text narration
- Two applied learning homework assignments
Program Outline
Trust Administration Fundamentals
The Trust Administration course defines the role of trust administrators and reviews the ethical and fiduciary responsibilities that a trustee assumes. The coursework outlines four responsibilities to properly administering a trust and expands on the administrative functions that are required of a trustee, including monitoring trust investments and reporting. The course also highlights the role and responsibilities of the trust beneficiary.
Pricing
$400
Individual: 1 User
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
Group Pricing Available
- Perfect for Family Offices, Families, Siblings, Cousins or Peers
- Pace with Group or Individually
- Total Privacy
- Additional Features
- Track Progress of Group
- Share Notes, Questions, & Thoughts
- Document Storage
- Contact Us for payment options
- 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 course is designed to take 1 week with approximately 3 hours of study.
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