Trustee Responsibilities
Trustee Responsibilities - Trustee Basics Module 2 focuses on the core responsibilities and primary duties of the trustee. Four primary oversight areas of the trustee are explored, including:
- administration and monitoring of the trust
- investment oversight
- distribution authority
- education and empowerment of the beneficiary
- planning with respect to the beneficiary’s trust
The module prepares trustees for conversations with trust parties and provides considerations when evaluating a potential trustee role. This module is perfect for those with little or some basic understanding of Trustees.
Prerequisites: Trustee Basics - Module 1 Recommended
Estimated Completion Time: 1. 5 hours
Featured Resources:
Articles/Books
- Trustee Worksheet for Preparing Conversations with Trust Parties, Tamarind Learning
- Trustee Candidate Checklist, Tamarind Learning
- Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators Chapter 14, “Requests for Distribution” by Hartley Goldstone, James E. Hughes, and Keith Whitaker
- "Inside an $8 Billion Family Feud: Who Poisoned the Orkin Fortune" by Clare O'Connor
- "Settlement Reached in Heated Family Dispute Over Rollins Fortune" by Bill Rankin
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
$395
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
$2,370
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.
-
Share This Learning Path
