Trusts & Estates

read
Trusts & Estates

The Good Faith Trustee: Removing a Barrier to Client’s Wishes

By carefully drafting the trust, we can give our clients the results they actually expect. They want a tool that gives them control over future events. It is the client’s control, not the beneficiary’s that matters. A simple start is for the estate planner to add into the trust document, or as a side letter to the trustee, a more detailed discussion about the client’s goals and concerns. Whether that detail is mandatory or precatory in nature will depend on the situation. By simply adding these provisions, the client will see them in writing and have a chance to agree or make changes.


Complete the form to get your free guide

Related Resources

Planning for Virtual Currencies thumbnail
read
Trusts & Estates

Cryptocurrency and Estate Planning

Download the sample trustee manual to see how Wealth Tracx can help introduce trustees to the trust administration process.

Learn More
Tax cheat sheet lp
read
Trusts & Estates

2021 Tax Cheat Sheets for Clients and Prospects

Download our free tax filing cheat sheets to give to your clients and prospects.

Learn More
E Pawareness2020thumbnail
read
Trusts & Estates

2020 Estate Planning Awareness Week - Free Marketing Package

This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More

Get the Premier Magazine for Industry Thought Leaders