How ready is your trustee — or you — to actually serve?

Fiduciary Understanding

I understand the legal duties of loyalty, care, and impartiality.

Recordkeeping Knowledge

I know what records, accountings, and reports a trustee must keep.

Beneficiary Communication

I can communicate clearly and document conversations with beneficiaries.

Distribution Decisions

I understand HEMS, discretionary standards, and how to evaluate distribution requests.

Asset Management

I know how to inventory, value, and prudently manage trust assets.

Advisor Coordination

I know when and how to engage attorneys, CPAs, and financial advisors.