A Guide to Trust Administration
Trust administration is something that every estate planning attorney will encounter sooner or later in their practice. To help you confidently serve your clients in the area of trust and estate administration, we’ve created the guide, Trust Administration: An Overview.
In this guide, you will learn about:
- the various roles and responsibilities that exist in trust administration;
- an overview of the tasks required to properly administer a trust;
- the kinds of trusts you will likely encounter in a trust administration; and
- what makes up a deceased individual’s “gross estate” under administration and the various sources of law that govern trust administration.
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Trustee Manual Sample Document
Download the sample trustee manual to see how Wealth Tracx can help introduce trustees to the trust administration process.Learn More
Wealth Tracx - Sample Reports
Automate your trust administration process. Download a sample Wealth Tracx report to see what your practice could be drafting.Learn More
Concluding the Trust Administration: What to Consider Before Making Final Distributions to Beneficiaries
Download the article to find out what to consider before distributing trust assets to beneficiaries.Learn More