The Trustee Liability Protection Kit
Three essential checklists every trustee needs to avoid personal liability. The 90-Day Plan, Trust Administration Checklist, and Commingling Prevention Guide — all in one free download.
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What's Inside the Kit
Trustee's First 90 Days Checklist
Week-by-week action plan for new trustees. Know exactly what to do from day one to stay compliant.
Trust Administration Checklist
Annual governance review — meetings, minutes, distributions, beneficiary communications, and record-keeping.
The Commingling Prevention Guide
Spot and fix commingling before a beneficiary or court does it for you. Real-world examples and separation steps.
Why Download This Kit?
Trustees Are Personally Liable
If you're a trustee, you can be held personally responsible for trust mismanagement — even if you made an honest mistake. Courts don't care if you're honest. They care if you have records. These three checklists cover the minimum documentation every trustee needs to protect themselves.
Protect Yourself as a Trustee
Download the Liability Protection Kit and get the three checklists every trustee needs.
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