Because every good estate plan deserves great administration.
- Learn the basics of fiduciary responsibility, duties, liabilities and powers.
- Use the basic checklist provided.
- Find additional resources to assist in the administration of a trust or estate account.
- Communicate (blog) with other beneficiaries or trustees on topics of interest.
ILIT ACCESS - $4.99 per year
- Access sample forms to record investment objectives; annual reviews; specialized communications; discretionary decisions, etc.
- Benefits include: Sample letters & forms, Discussion and practical notes, Action Steps for trustee, Glossary, Trustee Checklists & Ongoing industry updates.
FULL ACCESS - $9.99 per year
- Access sample letters to help ensure professional and timely communication, and to build a complete record of the administration of your Trust.
- Ensure you receive the latest industry updates and best practice recommendations.
- Full Access provides users access to ILIT content plus information and tips to help navigate the most common types of trusts.
- Benefits include: Sample letters & forms, Discussion and practical notes, Action Steps for trustee, Glossary of terms, Trustee checklists & Ongoing industry updates