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.

$9.99/year

• 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
• Glossary
• Trustee checklists
• Ongoing industry updates