Successor Trustee
Manual

Join today
The missing manual for Successor Trustees to confidently administer the trust.
What you are going to learn

The Missing Manual for Successor Trustees

In 2017, we began offering out clients the Successor Trustee Manual. This manual, together with the course video - the ABCs of Acting as Successor Trustee give broad guidance for Successor Trustees (both current and future) with respect to their role in administering the Trust.
Throughout this course you will learn the following (and more):
  • Checklist for Actions upon Disability or Death
  • Becoming Familiar with the Trust
  • Tips for Working with the Beneficiaries
  • Review of your Trustee Duties and Powers
  • Record keeping
  • Dealing with Income Taxes
  • Estate Taxes
  • Accounting to the Beneficiaries
  • Making Distributions
  • Transitioning Trusteeship
  • Termination of the Trust

Penelope Goddard

Painter, instructor, writer
About
Penelope Goddard began painting at the age of six. She attended the Johnson School of Art at the age of ten and later began studying classical art. At the age of 18 she was accepted at St. Markus Institute of Art on a full scholarship. Her art series have been exhibited in the US  Europe.

Course reviews

LearnWorlds is the best learning platform I found so far. I was pleasantly surprised with the possibilities.
Walter White
Senior product manager
LearnWorlds is the best learning platform I found so far. I was pleasantly surprised with the possibilities.
Walter White
Senior product manager