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 4–6 with downloadable PDFs.
What Is a Trust?
FreeWhat a trust actually is, who the players are, and why the grantor's death changes everything.
Should You Accept?
FreeYou don't have to accept the trustee role. Here's what accepting means, what changes when the grantor dies, and the first 30-90 days of the job.
Why meeting minutes are non-negotiable. The Florida trustee who lost $12,500 for correct decisions she couldn't prove, the 5-Minute Minute system, and TrustOffice's AI Minutes Builder.
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.
Form 1041, K-1s, pass-through income, compressed brackets, and the deadline system trustees need.
The Uniform Prudent Investor Act, three principles, four real investment mistakes, the 5-step process, and when to hire a fiduciary advisor.
What "accounting to beneficiaries" really means, communication templates, transparency checklists, and the 4-pillar system.
Protecting the trust and the relationship at the same time, sibling dynamics, family traps, co-trustee frameworks, and communication systems.
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 TRUSTEE101from $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.