Every good estate plan deserves great administration.
From deciding investments and distributions, to creating a clear information flow to all parties, to creating a solid documentation record, Full Access provides the tools to navigate you through every aspect of a trust.
- Best practices recommendations
- Documentation guidance
- Sample forms (investment objectives; annual reviews; discretionary decisions, etc.)
- Sample letters (including specialized communications)
- Discussions and practical notes
- Action steps for trustees
- Trustee checklists
- Ongoing industry updates