SERVICES
Every good estate plan deserves great administration.
Free Access
Free
Top Features
- Access to the basic checklists
- Learn the basics of trustee responsibility, duties, liabilities, and powers
- Learn the basic types of trusts
- Learn the rights of beneficiaries
ILIT Access
$4.99
per year
Top Features
- Advanced forms including investment objectives records; annual reviews; specialized communications; discretionary decisions, etc.
- Sample letters (including specialized communications)
- Action steps
- Checklists
Additional Features
- Discussions and practical notes
- Glossary
- Ongoing industry updates
Full Access
$9.99
per year
Top Features
- Best practices recommendations
- Documentation guidance
- Advanced forms including investment objectives records; annual reviews; specialized communications; discretionary decisions, etc.
- Sample letters (including specialized communications)
- Action steps
- Checklists
Additional Features
- Discussions and practical notes
- Glossary
- Ongoing industry updates