Trustee Basics
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
$1,400
Individual: 1 User
- Access to 4 Modules
- Unlimited Access
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
$7,000
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 program is designed to take 1-3 weeks with approximately 2-3 hours per week of study. If you put in more hours per week, you will finish sooner.
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