About
The Trustee Handbook exists to make the role of trustee — and the world of estate planning — easier to understand.
Whether you’re stepping into the role for the first time, exploring how to put your own plan in place, or deepening your professional expertise, our goal is the same: give you clear, reliable, and practical information you can trust.
We know that trustees carry real responsibility. The legal terms, the paperwork, the deadlines, the decisions — it’s a lot. This site is here to break that complexity down into plain language, backed by the accuracy and depth that come from years of experience.
What you'll find here
Step-by-step explanations of trustee duties and processes
Tips, checklists, forms, and examples you can use in real-world situations
Step-by-step explanations of trustee duties and processes
Clear guides that walk you through each stage of serving as a trustee, from start to finish.
Guides to simple and complex estate planning concepts
Tips, checklists, forms, and examples you can use in real-world situations
Step-by-step explanations of trustee duties and processes
Plain-language breakdowns of key legal tools so you can understand how they work and when they’re used.
Tips, checklists, forms, and examples you can use in real-world situations
Tips, checklists, forms, and examples you can use in real-world situations
Tips, checklists, forms, and examples you can use in real-world situations
Practical resources you can apply immediately to stay organized and avoid mistakes.
Insights for both individuals and professionals
Answers to frequently asked questions about trusts, estates, and fiduciary duties
Tips, checklists, forms, and examples you can use in real-world situations
Information tailored to help both everyday trustees and those working in the field.
Explanations of common pitfalls and how to avoid them
Answers to frequently asked questions about trusts, estates, and fiduciary duties
Answers to frequently asked questions about trusts, estates, and fiduciary duties
Warnings about frequent errors that can derail a trust or estate plan, and how to sidestep them.
Answers to frequently asked questions about trusts, estates, and fiduciary duties
Answers to frequently asked questions about trusts, estates, and fiduciary duties
Answers to frequently asked questions about trusts, estates, and fiduciary duties
Quick, reliable responses to the most common concerns and uncertainties.