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Keeping Beneficiaries Informed: Best Communication Practices for Trustees and Executors
Good communication is the glue that holds trust administration together. By keeping beneficiaries informed — clearly, consistently, and respectfully — you build confidence, reduce conflict, and make your own job easier. A well-managed trust is more than just numbers in a ledger; it’s also about relationships. Keeping those relationships healthy starts with how you communicate.
Jun 114 min read


Effective Conflict Resolution Strategies for Trustees
Trustee conflict resolution is both an art and a science. By spotting problems early, using a clear process, and staying impartial, you protect the trust’s integrity and the beneficiaries’ relationships. Every dispute you resolve fairly strengthens the trust — not just the legal document, but the faith beneficiaries have in you as its steward.
Jun 106 min read


Digital Estate Planning Trends: eWills, Remote Notaries & More
Digitization, remote notarization and digital assets are transforming the way people plan their estates. These technologies promise greater accessibility, faster execution and enhanced security, but they also require vigilance. State laws vary, cybersecurity risks persist and the technology itself is still evolving. To stay ahead, educate yourself, consult professionals and update your documents regularly. The future of estate planning is online—make sure your legacy is ready
Jun 95 min read
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