What The Trustee Handbook Offers
Ready-to-Use Tools
The Handbook includes standard checklists, forms, logs, and worksheets so you can stay organized and document every action. These tools help you avoid costly mistakes and create a paper trail that protects you as trustee.
Trusted Knowledge
Written by experienced estate attorneys, the Handbook distills years of professional practice into a resource designed for lawyers and non-lawyers alike. You’ll understand what to do, and why it matters — giving you the confidence to make good decisions.
Step-by-Step Guidance
Clear, plain-language instructions walk you through every stage of trust administration — from taking over as trustee, to managing assets, to paying taxes, to closing the trust. It’s designed to be both an educational guide and a working manual you’ll return to again and again.
Comprehensive & Practical
Covering everything from funding a revocable living trust to paying final distributions and closing the estate, and from managing a special needs trust to resolving beneficiary disputes, this handbook is a one-stop resource for trustees.
The Complete Guide for Every Trustee
Serving as a trustee can feel overwhelming — you’re suddenly responsible for managing assets, paying taxes, resolving disputes, and making sure beneficiaries are treated fairly. The Trustee Handbook was created to be your all-in-one guide through that process. It combines plain-language explanations with practical tools like checklists, logs, worksheets, and ready-to-use forms, so you always know what to do, when to do it, and how to protect yourself along the way. Whether you’re handling a modest family trust or a complex estate, this handbook gives you the knowledge, structure, and confidence to administer the trust correctly from start to finish.