Trust Administration
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.
Program Outline
Required
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
- Unlimited Access
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
$2,000
Group: 2-10 Users
- Perfect for Family Offices, Families, Siblings, Cousins or Peers
- Track Progress of Group
- Full Access to Courses
- Pace with Group or Individually
- Share Notes, Questions, & Thoughts
- Document Storage
- Content Updated Regularly
- Total Privacy
- Unlimited Access for 1 Year
- 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.
-
Share This Learning Path
