All the material you need to set up your Estate with safety nets for protection and anonymity.
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101 Trust Letters, Applications, Notices & more
eBook, Softcover, or the eBook + Softcover combination.
Introduction to Trusts
Coming soon . . .
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eBook, Softcover, or the eBook + Softcover combination.
Manage Your Trust is a practical guide that explains how a trust must be properly operated and administered after it has been created. It teaches trustees how to manage trust assets, maintain proper records, and carry out their fiduciary responsibilities so the trust remains valid, compliant, and defensible. The book focuses on the day-to-day administration of a trust, showing how proper management, documentation, and disciplined operation protect the trust structure and prevent challenges to its legitimacy.
Available as an eBook, Softcover, or eBook + Softcover combination.
Trust Accounting explains how to properly track and manage the financial activity of a trust using clear accounting methods. The book shows trustees how to record assets, income, expenses, and distributions while maintaining accurate financial records. It walks through ledgers, journal entries, and reporting so a trust can stay organized and properly documented. By following these methods, trustees can manage trust finances with confidence and maintain complete records of every transaction.
Available as an eBook, Softcover, or eBook + Softcover combination.
Understanding the Pour-Over Will explains why a revocable living trust is not complete without a supporting will and how the two documents work together in a proper estate plan. The book shows how a pour-over will directs assets that remain outside the trust at death into the trust so they can be administered under the trust’s terms.
Available as an eBook, Softcover, or eBook + Softcover combination.