Trustee Academy
Six modules to prepare any trustee
Plain-language training to help current and future trustees act with confidence. Read the lesson, work through the knowledge checks, then pass the end-of-module quiz at 80% or higher.
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Module 1
Trustee Fundamentals
What trustees do, who can serve, and how authority transfers.
Module 2
Fiduciary Responsibilities
Duty of loyalty, prudence, impartiality, and accounting.
Module 3
Asset Management
Prudent investor rule, diversification, and recordkeeping.
Module 4
Beneficiary Communications
Notice obligations, transparency, and managing expectations.
Module 5
Distribution Decisions
Mandatory vs. discretionary distributions; the HEMS standard.
Module 6
Working with Advisors
When to involve attorneys, CPAs, and financial advisors.
Module 7
Trust Funding Fundamentals
How real estate, accounts, business interests, and insurance actually get into a trust — and what happens when they don't.
Module 8
Trustee Risk Management
Common ways trustees get sued — and the documentation habits that prevent it.
Module 9
Family Conflict Resolution
Practical scripts and tools for managing disputes between beneficiaries.
Module 10
Trustee Decision Simulations
Walk through realistic discretionary distribution and investment decisions.