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.
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10 video lessons that teach you what your attorney didn't have time to explain. Lessons 1–3 are free instantly. Enroll to unlock all lessons with downloadable PDFs.
Read GuideHow 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 GuideWhat Is a Trust Officer?
A trust officer administers trusts for banks and trust companies. Learn their duties, cost, and when you need one versus a private 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 GuideTrust Fund 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 GuideNew Trustee Guide: What to Do First
A step-by-step roadmap for the first 30 days as a trustee. Covers accepting the role, setting up accounts, giving notice, and establishing your documentation system.
Read GuideTrust Formalities Guide
The formalities that separate a valid trust from an unenforceable one. Understand record-keeping, trustee discretion, and the documentation that protects the trust structure.
Read GuideDistribution Authorization Guide
How to properly authorize and document trust distributions. Covers discretionary vs. mandatory distributions, beneficiary requests, and audit trails.
Read GuideCommingling Explained
What commingling is, why it pierces the trust shield, and how to keep trust and personal funds properly separated. Real court examples of trustees who lost everything.
Read GuideThe Commingling Checklist
A practical checklist for preventing commingling. Covers account setup, documentation habits, and red flags that signal trouble before it becomes a legal problem.
Read GuideTrust Governance System
How to build a trust governance system that stands up to scrutiny. Covers meetings, minutes, resolutions, and the cadence of governance activities.
Read GuideFiduciary Assessment
Self-assessment tool to evaluate how well you're meeting your fiduciary duties. Rate your governance, documentation, and compliance practices against best standards.
Read GuideLiability Protection Kit
A collection of templates, checklists, and guides designed to protect trustees from personal liability. Covers the documentation that creates a defensible shield.
Read GuideTrustee 90-Day Checklist
A day-by-day checklist for your first 90 days as trustee. Know exactly what to do, when to do it, and what documentation to produce at each milestone.
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