Creating Checklists, Calendaring Deadlines, and Summarizing Rules
well done, covered a lot of material
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.
Beverly
(5)
Trust Principal & Income Determinations
Very helpful
Ryan
(5)
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
Tammy
Good title
helpful information
Gregory
Creating Checklists, Calendaring Deadlines, and Summarizing Rules
well done, covered a lot of material
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.
Beverly
Trust Principal & Income Determinations
Very helpful
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.