Checklist for Trustees

This checklist will guide a Trustee through the Trust Administration process. It provides a good overview of the process and needed steps, but should not replace legal advice.

Download Checklist for Trustees

Duties & Responsibilities of Trustees

Being designated as the Trustee carries with it certain duties and responsibilities. Failure to properly execute this role can result in disbursement delays and disgruntled beneficiaries.

Download Duties & Responsibilities of Trustees