Trust administration is one of those roles where you’re expected to know what you’re doing — but nobody actually teaches you how to do it.
Most trustees are appointed by a family member or named in a trust document they’ve never read carefully. The responsibilities are significant, the liability is real, and the documentation standards are higher than most people realize.
This blog exists to close that gap.
We’ll be publishing practical guides on topics that matter to private trustees, family office managers, and trust advisors: how to document distributions correctly, what your meeting minutes need to include, how to think about fiduciary duty in day-to-day decisions, and much more.
No legal jargon. No generic advice. Written from the experience of someone who’s been administering trusts and helping others do the same for years.
Start with these:
- Trust Administration Checklist for Active Trustees →
- How to Document Trust Distributions →
- What Is a Private Trustee? →
- Trustee 101: Getting Started →
- Fiduciary Assessment →
- Liability Protection Kit →
More articles coming soon.
— Kenneth Kohler, Founder, TrustOffice
