Trustee 101
9 video lessons that teach you what your attorney didn't have time to explain. Lessons 1–3 are free — no email required.
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9 Video Lessons — Watch & Learn
Lessons 1–3 are free with no sign-up. Enroll above to unlock lessons 4–5 with downloadable PDFs.
What Is a Trust?
FreeWhat a trust actually is, who the players are, and why the grantor's death changes everything.
The Trustee's Role & Duties
FreeThe fiduciary standard in plain English, personal liability, and the duties you can't delegate away.
A day-by-day action plan for your first week as trustee — notices, inventory, and the decisions that matter most.
Health, Education, Maintenance, Support — and when saying "no" is the right answer.
6 real examples from our community and the Simple Separation Rule that keeps you out of court.
Prudent Investor Rule
Coming SoonThe Uniform Prudent Investor Act in 5 minutes, cash drag, and when to hire a financial advisor.
Trust Accounting Basics
Coming SoonWhat "accounting to beneficiaries" really means, annual reports, and the visual walkthrough.
Tax & Compliance Essentials
Coming SoonForm 1041, K-1s, and the state tax traps most trustees never see coming.
Building Your Trustee Practice
Coming SoonFrom one trust to a practice — marketing, compliance, and the systems that scale.
Subscribe to TrustOffice — Course Included
When you sign up for TrustOffice, you get the complete Trustee 101 course plus the software to actually do everything the course teaches.
$29 First Month with Code TRUSTEE101
Get your first month of TrustOffice for just $29 and unlock the full Trustee 101 course with all 9 lessons, templates, and downloadable PDFs.
$29 First Month — Use Code TRUSTEE101$79/month after first month. Cancel anytime.
Why This Course Exists
Attorneys Don't Teach This
Your attorney drafted the trust document. They didn't train you on how to actually do the job.
Trustees Are Personally Liable
Every decision you make carries legal weight. One mistake can cost you thousands.
You Deserve a System
This course + TrustOffice gives you a complete system — not tips and tricks.
This content is provided for educational purposes only and does not constitute legal advice. Always consult a qualified attorney for your specific situation.