Trust Administration
Trust Administration is a foundational course created to investigate fundamental questions essential for understanding trust management and administration. This includes exploring the primary responsibilities of trustees in relation to trust administration. Participants will progress to more intricate subjects through hands-on learning exercises centered on trust administration.
This 100% online course allows individuals and families to get started right away and work at their own pace.
This comprehensive course includes:
- Interactive course content
- Additional readings from industry experts
- Curated book chapters from Estate and Trust Administration for Dummies, 2nd ed. by Margaret Atkins Munro, EA and Kathryn A. Murphy Esq.
- Optional text narration
- Two applied learning homework assignments
Program Outline
Trust Administration Fundamentals
The Trust Administration course defines the role of trust administrators and reviews the ethical and fiduciary responsibilities that a trustee assumes. The coursework outlines four responsibilities to properly administering a trust and expands on the administrative functions that are required of a trustee, including monitoring trust investments and reporting. The course also highlights the role and responsibilities of the trust beneficiary.
Pricing
$325
Individual: 1 User
- Access to 3 Modules
- Unlimited Access
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
$1,625
Group: 2-10 Users
- Perfect for Family Offices, Families, Siblings, Cousins or Peers
- Track Progress of Group
- Full Access to Courses
- Pace with Group or Individually
- Share Notes, Questions, & Thoughts
- Document Storage
- Content Updated Regularly
- Total Privacy
- Unlimited Access for 1 Year
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This course is designed to take 1 week with approximately 3 hours of study.
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