Wednesday, July 2, 2008
Trust Administration Help
I have just developed a NEW Trust Administration Notebook for surviving trustees and successor trustees when one or both trustees have passed away or have become unable to handle their own finances. This resource manual has specific information about the trust you are administering, checklists, investment guidelines, duty chart, "how to" guide for accountings, samples, forms, etc. IF you are administering a trust that has become irrevocable, this guide will be of great value to you to help keep you out of "trouble" by giving you the specific information and assistance you need to administer your trust successfully. Call me at 760-930-9668 for more information.
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