This was an excellent overview of all the tasks that need to be completed in a trust administration. I had two checklists myself, one was very short and one was extremely long. The checklist they provided is a great hybrid of my lists and a valuable tool.
Mabel
(5)
Perfect description
Excellent presentation and written materials
Gregory
(5)
Creating Checklists, Calendaring Deadlines, and Summarizing Rules
well done, covered a lot of material
Tammy
(5)
Good title
helpful information
Beverly
(5)
Trust Principal & Income Determinations
Very helpful
Nicholas
(5)
Nick Beljajev
Excellent course for an attorney looking to get into trust admin in CA.
Marijke
(5)
Comprehensive
As a new fiduciary, this course hit the highlights of what to look for and how to begin the process.
Ryan
Great overview of trust admin tasts
This was an excellent overview of all the tasks that need to be completed in a trust administration. I had two checklists myself, one was very short and one was extremely long. The checklist they provided is a great hybrid of my lists and a valuable tool.
Mabel
Perfect description
Excellent presentation and written materials
Gregory
Creating Checklists, Calendaring Deadlines, and Summarizing Rules
well done, covered a lot of material
Tammy
Good title
helpful information
Beverly
Trust Principal & Income Determinations
Very helpful
Nicholas
Nick Beljajev
Excellent course for an attorney looking to get into trust admin in CA.
Marijke
Comprehensive
As a new fiduciary, this course hit the highlights of what to look for and how to begin the process.