Coming Soon: The 2026
Trustee
Handbook

Your go-to guide for understanding and managing every step of the trustee role. Clear, practical, and written by experienced lawyers, it’s packed with information, checklists, timelines, forms, and real-world examples you can actually use.

What The Trustee Handbook Offers

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.

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.

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.

Built for Trustees, Not Lawyers

Most resources are either too basic to be useful or too complex and written in legalese. This handbook bridges the gap — detailed enough to guide you through real tasks, but written in plain language that anyone can understand.