TRUSTEE RESOURCES
Free Guides for TrustOffice Users & Private Trustees
Practical resources for trust administration — written by Kenneth Kohler, founder of TrustOffice. No legal jargon, no generic advice.
Try TrustOffice FreeHow to Document Trust Distributions
Step-by-step guide for properly documenting trust distributions with audit-ready records. Learn what information to capture and how to maintain compliant documentation.
Read GuideTrust Administration Checklist
Comprehensive checklist covering all aspects of trust administration — from initial acceptance through ongoing governance and record-keeping requirements.
Read GuideTrust Meeting Minutes Template
Free template for trustee meeting minutes with guidance on what to include. Covers attendance, financial reviews, distribution decisions, and action items.
Read GuideWhat Is a Private Trustee?
Understanding the role, responsibilities, and legal obligations of serving as a private trustee. Essential reading for anyone named as trustee.
Read GuideFiduciary Duty Explained
Deep dive into fiduciary duties — duty of loyalty, duty of care, duty of impartiality, and how they apply to day-to-day trust administration decisions.
Read GuidePrivate Trust Management Software
Evaluation guide for trust administration software. What to look for, questions to ask, and how to choose the right tool for your needs.
Read GuideReady to Simplify Your Trust Administration?
TrustOffice automates the documentation that takes hours — AI-powered meeting minutes, distribution tracking, and audit-ready records.