Download Your Parent's Guide eBook and Trustee Toolkit
The Parent's Guide eBook contains information it is important to know when setting up a SNT. Included are:
- An SNT Quick Reference Guide that defines the who, what, when, why and how of SNTs.
- A discussion of types of trusts.
- Helpful tips for selecting a trustee.
- Common mistakes to avoid.
Also, we created a Trustee Toolkit to aid trustees in fulfilling their fiduciary responsibility: to manage the trust assets to meet the needs of the beneficiary. Included are:
- Helpful do's and don'ts of trustee actions.
- Information about trust distributions and trustee fees.
- A fillable Trustee Time Log.
Please fill in the form to download your copy.
READY, SET...
More to know before you go.
Knowledge Bank
Our full directory of helpful, free resources for families.
Show me all you've got Workshops & webinars We offer complimentary, educational workshops to families and organizations. Check us out working togetherIt is always easier to reach a destination when you have prepared in advance. By creating a plan, your road trip to your goals has begun!
More about services