E4 – Jumpstart your first trust administration: Stuff no one explains, explained!

This class is designed for beginning fiduciaries. There aremany administration details and steps not
taught in any book that are important to do right. We will provide you a basic overview of the steps to
jumpstart and set up a smooth sailing trust administration. We will review basic terminology, go step by
step in the trust administration process and provide an overview of the most commonly used
documents for trust administration purposes. We will touch on basic accounting principles, but this class
will not discuss in detail trust accountings. This class will save you time in the future and let you rest
easy you have laid a good foundation for your trust administration; leaving you with energy to handle
the fun beneficiaries!


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