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.
Gregory
(5)
Creating Checklists, Calendaring Deadlines, and Summarizing Rules
well done, covered a lot of material
Marijke
(5)
Comprehensive
As a new fiduciary, this course hit the highlights of what to look for and how to begin the process.
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.
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.
Gregory
Creating Checklists, Calendaring Deadlines, and Summarizing Rules
well done, covered a lot of material
Marijke
Comprehensive
As a new fiduciary, this course hit the highlights of what to look for and how to begin the process.
Beverly
Trust Principal & Income Determinations
Very helpful
Nicholas
Nick Beljajev
Excellent course for an attorney looking to get into trust admin in CA.